LA
LOR

Legacy Advisors’s Lazard World Dividend & Income Fund, Inc. LOR Stock Holding History

Legacy Advisors’s Portfolio LOR Stock Details LOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-325
Closed -$3K – 220
2017
Q1 		$3K Buy
+325
New +$3.35K ﹤0.01% 186

Other funds holding LOR

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

Legacy Advisors's LOR Position: Q2 2017 in Review

Legacy Advisors sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q2 2017, closing a stake of 325 shares — an estimated $3K sold.

Legacy Advisors first reported a position in LOR in Q1 2017 and held it in 1 quarter. The position peaked at $3K in Q1 2017. 24 funds tracked by Wall St. Rank hold LOR as of Q2 2017.

  • Legacy Advisors reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q2 2017 after selling out during the quarter.
  • Legacy Advisors sold 325 Lazard World Dividend & Income Fund, Inc. shares in Q2 2017, an estimated $3K.
  • Legacy Advisors first reported a position in Lazard World Dividend & Income Fund, Inc. in Q1 2017 and held it in 1 quarter.
  • Legacy Advisors's Lazard World Dividend & Income Fund, Inc. position peaked at $3K in Q1 2017.
  • 24 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q2 2017.

Based on Legacy Advisors's 13F filing for Q2 2017, filed 1 Nov 2017.