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Emerald Mutual Fund Advisers Trust’s Lazard LAZ Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2016
Q2 		– Sell
-6,584
Closed -$255K – 275
2016
Q1 		$255K Buy
6,584
+1,611
+32% +$57.8K 0.01% 245
2015
Q4 		$224K Buy
+4,973
New +$228K 0.01% 269

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's LAZ Position: Q2 2016 in Review

Emerald Mutual Fund Advisers Trust sold out of Lazard (LAZ) in Q2 2016, closing a stake of 6,584 shares — an estimated $255K sold.

Emerald Mutual Fund Advisers Trust first reported a position in LAZ in Q4 2015 and held it in 2 quarters. The position peaked at $255K in Q1 2016. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • Emerald Mutual Fund Advisers Trust reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • Emerald Mutual Fund Advisers Trust sold 6,584 Lazard shares in Q2 2016, an estimated $255K.
  • Emerald Mutual Fund Advisers Trust first reported a position in Lazard in Q4 2015 and held it in 2 quarters.
  • Emerald Mutual Fund Advisers Trust's Lazard position peaked at $255K in Q1 2016.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2016, filed 28 Jul 2016.