LBA Wealth Management’s Lazard LAZ Stock Holding History

LBA Wealth Management’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 Q4	–	Sell	-477	Closed	-$24K	–	345
2014 Q3	$24K	Buy	+477	New	+$25K	0.02%	219

Other funds holding LAZ

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

VFA

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

LBA Wealth Management's LAZ Position: Q4 2014 in Review

LBA Wealth Management sold out of Lazard (LAZ) in Q4 2014, closing a stake of 477 shares — an estimated $24K sold.

LBA Wealth Management first reported a position in LAZ in Q3 2014 and held it in 1 quarter. The position peaked at $24K in Q3 2014. 304 funds tracked by Wall St. Rank hold LAZ as of Q4 2014.

LBA Wealth Management reported no remaining Lazard position as of Q4 2014 after selling out during the quarter.
LBA Wealth Management sold 477 Lazard shares in Q4 2014, an estimated $24K.
LBA Wealth Management first reported a position in Lazard in Q3 2014 and held it in 1 quarter.
LBA Wealth Management's Lazard position peaked at $24K in Q3 2014.
304 funds tracked by Wall St. Rank held Lazard as of Q4 2014.

Based on LBA Wealth Management's 13F filing for Q4 2014, filed 4 Feb 2015.