First Citizens Bank & Trust’s Lazard LAZ Stock Holding History

First Citizens 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	-5,371	Closed	-$208K	–	477
2016 Q1	$208K	Buy	+5,371	New	+$193K	0.02%	413
2015 Q3	–	Sell	-3,920	Closed	-$220K	–	411
2015 Q2	$220K	Hold	3,920	–	–	0.02%	385
2015 Q1	$206K	Buy	+3,920	New	+$193K	0.01%	376
2013 Q4	–	Sell	-12,069	Closed	-$435K	–	590
2013 Q3	$435K	Buy	12,069 +1,523	+14%	+$54K	0.02%	772
2013 Q2	$339K	Buy	+10,546	New	+$353K	0.01%	846

Other funds holding LAZ

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

First Citizens Bank & Trust's LAZ Position: Q2 2016 in Review

First Citizens Bank & Trust sold out of Lazard (LAZ) in Q2 2016, closing a stake of 5,371 shares — an estimated $208K sold.

First Citizens Bank & Trust first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $435K in Q3 2013. 251 funds tracked by Wall St. Rank hold LAZ as of Q2 2016.

First Citizens Bank & Trust reported no remaining Lazard position as of Q2 2016 after selling out during the quarter.
First Citizens Bank & Trust sold 5,371 Lazard shares in Q2 2016, an estimated $208K.
First Citizens Bank & Trust first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
First Citizens Bank & Trust's Lazard position peaked at $435K in Q3 2013.
251 funds tracked by Wall St. Rank held Lazard as of Q2 2016.

Based on First Citizens Bank & Trust's 13F filing for Q2 2016, filed 28 Jul 2016.