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Financial Counselors Inc’s Lazard LAZ Stock Holding History

Financial Counselors Inc’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
2015
Q1 		– Sell
-5,185
Closed -$259K – 463
2014
Q4 		$259K Buy
+5,185
New +$257K 0.02% 377

Other funds holding LAZ

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

Financial Counselors Inc's LAZ Position: Q1 2015 in Review

Financial Counselors Inc sold out of Lazard (LAZ) in Q1 2015, closing a stake of 5,185 shares — an estimated $259K sold.

Financial Counselors Inc first reported a position in LAZ in Q4 2014 and held it in 1 quarter. The position peaked at $259K in Q4 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

  • Financial Counselors Inc reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
  • Financial Counselors Inc sold 5,185 Lazard shares in Q1 2015, an estimated $259K.
  • Financial Counselors Inc first reported a position in Lazard in Q4 2014 and held it in 1 quarter.
  • Financial Counselors Inc's Lazard position peaked at $259K in Q4 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on Financial Counselors Inc's 13F filing for Q1 2015, filed 4 May 2015.