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Mountain Capital Investment Advisors’s Lazard LAZ Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-82
Closed -$4K – 242
2017
Q3 		$4K Sell
82
-5,322
-98% -$236K ﹤0.01% 363
2017
Q2 		$250K Buy
+5,404
New +$242K 0.24% 26

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mountain Capital Investment Advisors's LAZ Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Lazard (LAZ) in Q4 2017, closing a stake of 82 shares — an estimated $4K sold.

Mountain Capital Investment Advisors first reported a position in LAZ in Q2 2017 and held it in 2 quarters. The position peaked at $250K in Q2 2017. 321 funds tracked by Wall St. Rank hold LAZ as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Lazard position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 82 Lazard shares in Q4 2017, an estimated $4K.
  • Mountain Capital Investment Advisors first reported a position in Lazard in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Lazard position peaked at $250K in Q2 2017.
  • 321 funds tracked by Wall St. Rank held Lazard as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.