IMS
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Index Management Solutions’s Lazard LAZ Stock Holding History

Index Management Solutions’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
2014
Q3 		– Sell
-16,695
Closed -$861K – 1113
2014
Q2 		$861K Sell
16,695
-3,408
-17% -$168K 0.1% 196
2014
Q1 		$947K Buy
+20,103
New +$905K 0.15% 151

Other funds holding LAZ

AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TFM
Trian Fund Management New York $4.23B AUM 31.93% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Index Management Solutions's LAZ Position: Q3 2014 in Review

Index Management Solutions sold out of Lazard (LAZ) in Q3 2014, closing a stake of 16,695 shares — an estimated $861K sold.

Index Management Solutions first reported a position in LAZ in Q1 2014 and held it in 2 quarters. The position peaked at $947K in Q1 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • Index Management Solutions reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
  • Index Management Solutions sold 16,695 Lazard shares in Q3 2014, an estimated $861K.
  • Index Management Solutions first reported a position in Lazard in Q1 2014 and held it in 2 quarters.
  • Index Management Solutions's Lazard position peaked at $947K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on Index Management Solutions's 13F filing for Q3 2014, filed 13 Nov 2014.