Lazard Asset Management
FDLO icon

Lazard Asset Management’s Fidelity Low Volatility Factor ETF FDLO Stock Holding History

Lazard Asset Management’s Portfolio FDLO Stock Details FDLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-142,785
Closed -$5.09M – 1498
2019
Q2 		$5.09M Buy
142,785
+17,175
+14% +$597K 0.01% 595
2019
Q1 		$4.28M Buy
+125,610
New +$4.08M 0.01% 618

Other funds holding FDLO

AWC
Abundance Wealth Counselors State College, Pennsylvania $697M AUM 23.83% 1-Year Est. Return
PWS
Paragon Wealth Strategies Jacksonville, Florida $363M AUM 24.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CWG
Cornerstone Wealth Group Huntersville, North Carolina $1.56B AUM 22.37% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
AIP
Ahrens Investment Partners Lafayette, Louisiana $202M AUM 3.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WWM
Willingdon Wealth Management Huntersville, North Carolina $397M AUM 1.25% 1-Year Est. Return

Lazard Asset Management's FDLO Position: Q3 2019 in Review

Lazard Asset Management sold out of Fidelity Low Volatility Factor ETF (FDLO) in Q3 2019, closing a stake of 142,785 shares — an estimated $5.09M sold.

Lazard Asset Management first reported a position in FDLO in Q1 2019 and held it in 2 quarters. The position peaked at $5.09M in Q2 2019. 41 funds tracked by Wall St. Rank hold FDLO as of Q3 2019.

  • Lazard Asset Management reported no remaining Fidelity Low Volatility Factor ETF position as of Q3 2019 after selling out during the quarter.
  • Lazard Asset Management sold 142,785 Fidelity Low Volatility Factor ETF shares in Q3 2019, an estimated $5.09M.
  • Lazard Asset Management first reported a position in Fidelity Low Volatility Factor ETF in Q1 2019 and held it in 2 quarters.
  • Lazard Asset Management's Fidelity Low Volatility Factor ETF position peaked at $5.09M in Q2 2019.
  • 41 funds tracked by Wall St. Rank held Fidelity Low Volatility Factor ETF as of Q3 2019.

Based on Lazard Asset Management's 13F filing for Q3 2019, filed 14 Nov 2019.