First Allied Advisory Services’s Lazard LAZ Stock Holding History

First Allied Advisory Services’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
2018 Q2	–	Sell	-4,783	Closed	-$250K	–	1203
2018 Q1	$250K	Sell	4,783 -987	-17%	-$54.8K	0.01%	952
2017 Q4	$301K	Buy	5,770 +307	+6%	+$14.7K	0.01%	877
2017 Q3	$246K	Buy	5,463 +573	+12%	+$25.4K	0.01%	908
2017 Q2	$228K	Sell	4,890 -624	-11%	-$28K	0.01%	963
2017 Q1	$255K	Buy	+5,514	New	+$238K	0.01%	858
2016 Q2	–	Sell	-7,657	Closed	-$296K	–	1069
2016 Q1	$296K	Buy	7,657 +1,054	+16%	+$37.8K	0.02%	747
2015 Q4	$295K	Buy	6,603 +458	+7%	+$21K	0.02%	781
2015 Q3	$272K	Sell	6,145 -264	-4%	-$13.6K	0.02%	790
2015 Q2	$362K	Sell	6,409 -136	-2%	-$7.56K	0.02%	745
2015 Q1	$345K	Buy	6,545 +877	+15%	+$43.2K	0.02%	719
2014 Q4	$288K	Buy	5,668 +893	+19%	+$44.3K	0.02%	776
2014 Q3	$242K	Buy	4,775 +195	+4%	+$10.2K	0.02%	827
2014 Q2	$237K	Sell	4,580 -211	-4%	-$10.4K	0.02%	814
2014 Q1	$226K	Buy	+4,791	New	+$216K	0.02%	844
2013 Q4	–	Sell	-64,700	Closed	-$2.35M	–	1002
2013 Q3	$2.35M	Buy	+64,700	New	+$2.3M	0.14%	175

Other funds holding LAZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

First Allied Advisory Services's LAZ Position: Q2 2018 in Review

First Allied Advisory Services sold out of Lazard (LAZ) in Q2 2018, closing a stake of 4,783 shares — an estimated $250K sold.

First Allied Advisory Services first reported a position in LAZ in Q3 2013 and held it in 15 quarters. The position peaked at $2.35M in Q3 2013. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

First Allied Advisory Services reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
First Allied Advisory Services sold 4,783 Lazard shares in Q2 2018, an estimated $250K.
First Allied Advisory Services first reported a position in Lazard in Q3 2013 and held it in 15 quarters.
First Allied Advisory Services's Lazard position peaked at $2.35M in Q3 2013.
332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on First Allied Advisory Services's 13F filing for Q2 2018, filed 8 Aug 2018.