Harbour Capital Advisors’s Lazard LAZ Stock Holding History

Harbour Capital Advisors’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 Q3	–	Sell	-4,788	Closed	-$269K	–	208
2015 Q2	$269K	Sell	4,788 -13,892	-74%	-$773K	0.17%	164
2015 Q1	$982K	Buy	18,680 +2,700	+17%	+$133K	0.69%	36
2014 Q4	$799K	Buy	15,980 +40	+0.3%	+$1.98K	0.57%	55
2014 Q3	$808K	Buy	15,940 +1,300	+9%	+$68.1K	0.67%	52
2014 Q2	$755K	Buy	14,640 +4,225	+41%	+$208K	0.59%	58
2014 Q1	$490K	Buy	+10,415	New	+$469K	0.46%	76

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Harbour Capital Advisors's LAZ Position: Q3 2015 in Review

Harbour Capital Advisors sold out of Lazard (LAZ) in Q3 2015, closing a stake of 4,788 shares — an estimated $269K sold.

Harbour Capital Advisors first reported a position in LAZ in Q1 2014 and held it in 6 quarters. The position peaked at $982K in Q1 2015. 279 funds tracked by Wall St. Rank hold LAZ as of Q3 2015.

Harbour Capital Advisors reported no remaining Lazard position as of Q3 2015 after selling out during the quarter.
Harbour Capital Advisors sold 4,788 Lazard shares in Q3 2015, an estimated $269K.
Harbour Capital Advisors first reported a position in Lazard in Q1 2014 and held it in 6 quarters.
Harbour Capital Advisors's Lazard position peaked at $982K in Q1 2015.
279 funds tracked by Wall St. Rank held Lazard as of Q3 2015.

Based on Harbour Capital Advisors's 13F filing for Q3 2015, filed 13 Oct 2016.