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Detwiler Fenton Investment Management’s Lazard LAZ Stock Holding History

Detwiler Fenton Investment Management’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
2014
Q3 		– Sell
-7,375
Closed -$380K – 81
2014
Q2 		$380K Buy
+7,375
New +$363K 0.31% 69

Other funds holding LAZ

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Detwiler Fenton Investment Management's LAZ Position: Q3 2014 in Review

Detwiler Fenton Investment Management sold out of Lazard (LAZ) in Q3 2014, closing a stake of 7,375 shares — an estimated $380K sold.

Detwiler Fenton Investment Management first reported a position in LAZ in Q2 2014 and held it in 1 quarter. The position peaked at $380K in Q2 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • Detwiler Fenton Investment Management reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
  • Detwiler Fenton Investment Management sold 7,375 Lazard shares in Q3 2014, an estimated $380K.
  • Detwiler Fenton Investment Management first reported a position in Lazard in Q2 2014 and held it in 1 quarter.
  • Detwiler Fenton Investment Management's Lazard position peaked at $380K in Q2 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on Detwiler Fenton Investment Management's 13F filing for Q3 2014, filed 24 Oct 2014.