JNBA Financial Advisors’s Lazard LAZ Stock Holding History

JNBA Financial 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
2018 Q4	–	Sell	-75,321	Closed	-$3.63M	–	641
2018 Q3	$3.63M	Buy	+75,321	New	+$3.75M	1.63%	27

Other funds holding LAZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

JNBA Financial Advisors's LAZ Position: Q4 2018 in Review

JNBA Financial Advisors sold out of Lazard (LAZ) in Q4 2018, closing a stake of 75,321 shares — an estimated $3.63M sold.

JNBA Financial Advisors first reported a position in LAZ in Q3 2018 and held it in 1 quarter. The position peaked at $3.63M in Q3 2018. 273 funds tracked by Wall St. Rank hold LAZ as of Q4 2018.

JNBA Financial Advisors reported no remaining Lazard position as of Q4 2018 after selling out during the quarter.
JNBA Financial Advisors sold 75,321 Lazard shares in Q4 2018, an estimated $3.63M.
JNBA Financial Advisors first reported a position in Lazard in Q3 2018 and held it in 1 quarter.
JNBA Financial Advisors's Lazard position peaked at $3.63M in Q3 2018.
273 funds tracked by Wall St. Rank held Lazard as of Q4 2018.

Based on JNBA Financial Advisors's 13F filing for Q4 2018, filed 7 Feb 2019.