Curi RMB Capital’s Lazard LAZ Stock Holding History

Curi RMB Capital’s Portfolio LAZ Stock Details LAZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-23,400	Closed	-$1.08M	–	754
2017 Q1	$1.08M	Buy	+23,400	New	+$1.01M	0.04%	295
2014 Q3	–	Sell	-15,075	Closed	-$777K	–	453
2014 Q2	$777K	Buy	+15,075	New	+$743K	0.05%	285

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Curi RMB Capital's LAZ Position: Q2 2017 in Review

Curi RMB Capital sold out of Lazard (LAZ) in Q2 2017, closing a stake of 23,400 shares — an estimated $1.08M sold.

Curi RMB Capital first reported a position in LAZ in Q2 2014 and held it in 2 quarters. The position peaked at $1.08M in Q1 2017. 284 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

Curi RMB Capital reported no remaining Lazard position as of Q2 2017 after selling out during the quarter.
Curi RMB Capital sold 23,400 Lazard shares in Q2 2017, an estimated $1.08M.
Curi RMB Capital first reported a position in Lazard in Q2 2014 and held it in 2 quarters.
Curi RMB Capital's Lazard position peaked at $1.08M in Q1 2017.
284 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on Curi RMB Capital's 13F filing for Q2 2017, filed 14 Aug 2017.