First New York Securities’s Lazard LAZ Stock Holding History

First New York Securities’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 Q4	–	Sell	-3,284	Closed	-$142K	–	166
2015 Q3	$142K	Buy	+3,284	New	+$169K	0.06%	94
2015 Q1	–	Sell	-1,703	Closed	-$85.2K	–	427
2014 Q4	$85.2K	Buy	1,703 +1,528	+873%	+$75.8K	0.15%	104
2014 Q3	$8.87K	Buy	+175	New	+$9.17K	0.01%	393

Other funds holding LAZ

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

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

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

First New York Securities's LAZ Position: Q4 2015 in Review

First New York Securities sold out of Lazard (LAZ) in Q4 2015, closing a stake of 3,284 shares — an estimated $142K sold.

First New York Securities first reported a position in LAZ in Q3 2014 and held it in 3 quarters. The position peaked at $142K in Q3 2015. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

First New York Securities reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
First New York Securities sold 3,284 Lazard shares in Q4 2015, an estimated $142K.
First New York Securities first reported a position in Lazard in Q3 2014 and held it in 3 quarters.
First New York Securities's Lazard position peaked at $142K in Q3 2015.
278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on First New York Securities's 13F filing for Q4 2015, filed 25 Jan 2016.