Elite Wealth Management’s Lazard LAZ Stock Holding History

Elite Wealth 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 Q1	–	Sell	-35	Closed	-$2K	–	527
2013 Q4	$2K	Buy	+35	New	+$1.42K	﹤0.01%	678

Other funds holding LAZ

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

TFM

Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Elite Wealth Management's LAZ Position: Q1 2014 in Review

Elite Wealth Management sold out of Lazard (LAZ) in Q1 2014, closing a stake of 35 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in LAZ in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 243 funds tracked by Wall St. Rank hold LAZ as of Q1 2014.

Elite Wealth Management reported no remaining Lazard position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 35 Lazard shares in Q1 2014, an estimated $2K.
Elite Wealth Management first reported a position in Lazard in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Lazard position peaked at $2K in Q4 2013.
243 funds tracked by Wall St. Rank held Lazard as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.