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Johnson Financial Group Inc (Wisconsin)’s Lazard LAZ Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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
-63
Closed -$3K – 775
2014
Q2 		$3K Sell
63
-13
-17% -$641 ﹤0.01% 664
2014
Q1 		$4K Sell
76
-12
-14% -$540 ﹤0.01% 651
2013
Q4 		$4K Hold
88
– – ﹤0.01% 636
2013
Q3 		$3K Hold
88
– – ﹤0.01% 643
2013
Q2 		$3K Buy
+88
New +$2.94K ﹤0.01% 658

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TFM
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AI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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JP Morgan Chase
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WCM Investment Management
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s LAZ Position: Q3 2014 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Lazard (LAZ) in Q3 2014, closing a stake of 63 shares — an estimated $3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LAZ in Q2 2013 and held it in 5 quarters. The position peaked at $4K in Q1 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q3 2014.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Lazard position as of Q3 2014 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 63 Lazard shares in Q3 2014, an estimated $3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Lazard in Q2 2013 and held it in 5 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Lazard position peaked at $4K in Q1 2014.
  • 286 funds tracked by Wall St. Rank held Lazard as of Q3 2014.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2014, filed 14 Nov 2014.