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Independent Portfolio Consultants’s Lazard LAZ Stock Holding History

Independent Portfolio Consultants’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
-1,260
Closed -$57K – 784
2015
Q4 		$57K Sell
1,260
-2,155
-63% -$98.7K 0.02% 560
2015
Q3 		$148K Buy
3,415
+615
+22% +$31.7K 0.03% 396
2015
Q2 		$157K Buy
+2,800
New +$156K 0.03% 408

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 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 $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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 $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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 $295B AUM 31.6% 1-Year Est. Return

Independent Portfolio Consultants's LAZ Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Lazard (LAZ) in Q1 2016, closing a stake of 1,260 shares — an estimated $57K sold.

Independent Portfolio Consultants first reported a position in LAZ in Q2 2015 and held it in 3 quarters. The position peaked at $157K in Q2 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,260 Lazard shares in Q1 2016, an estimated $57K.
  • Independent Portfolio Consultants first reported a position in Lazard in Q2 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's Lazard position peaked at $157K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.