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FineMark National Bank & Trust’s Lazard LAZ Stock Holding History

FineMark National Bank & 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
-55
Closed -$2K – 1403
2016
Q1 		$2K Hold
55
– – ﹤0.01% 1149
2015
Q4 		$2K Buy
+55
New +$2.52K ﹤0.01% 1184

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $408B AUM 30.18% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

FineMark National Bank & Trust's LAZ Position: Q2 2016 in Review

FineMark National Bank & Trust sold out of Lazard (LAZ) in Q2 2016, closing a stake of 55 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in LAZ in Q4 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2016. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

  • FineMark National Bank & Trust reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
  • FineMark National Bank & Trust sold 55 Lazard shares in Q2 2016, an estimated $2K.
  • FineMark National Bank & Trust first reported a position in Lazard in Q4 2015 and held it in 2 quarters.
  • FineMark National Bank & Trust's Lazard position peaked at $2K in Q1 2016.
  • 251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on FineMark National Bank & Trust's 13F filing for Q2 2016, filed 8 Aug 2016.