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Guardian Capital (Canada)’s Lazard LAZ Stock Holding History

Guardian Capital (Canada)’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
Q1 		– Sell
-6,976
Closed -$314K – 205
2015
Q4 		$314K Sell
6,976
-1,614
-19% -$73.9K 0.01% 171
2015
Q3 		$372K Buy
+8,590
New +$443K 0.01% 184
2014
Q2 		– Sell
-13,815
Closed -$651K – 208
2014
Q1 		$651K Buy
+13,815
New +$622K 0.01% 151

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
JP Morgan Chase
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Guardian Capital (Canada)'s LAZ Position: Q1 2016 in Review

Guardian Capital (Canada) sold out of Lazard (LAZ) in Q1 2016, closing a stake of 6,976 shares — an estimated $314K sold.

Guardian Capital (Canada) first reported a position in LAZ in Q1 2014 and held it in 3 quarters. The position peaked at $651K in Q1 2014. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Guardian Capital (Canada) reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Guardian Capital (Canada) sold 6,976 Lazard shares in Q1 2016, an estimated $314K.
  • Guardian Capital (Canada) first reported a position in Lazard in Q1 2014 and held it in 3 quarters.
  • Guardian Capital (Canada)'s Lazard position peaked at $651K in Q1 2014.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Guardian Capital (Canada)'s 13F filing for Q1 2016, filed 12 May 2016.