MSI Financial Services’s Lazard LAZ Stock Holding History

MSI Financial Services’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
2016 Q4	$49K	Buy	1,198 +1,038	+649%	+$40.3K	﹤0.01%	1879
2016 Q3	$6K	Sell	160 -254	-61%	-$8.88K	﹤0.01%	3047
2016 Q2	$12K	Hold	414	–	–	﹤0.01%	2657
2016 Q1	$16K	Sell	414 -55	-12%	-$1.97K	﹤0.01%	2448
2015 Q4	$21K	Buy	469 +176	+60%	+$8.06K	﹤0.01%	2282
2015 Q3	$13K	Sell	293 -65	-18%	-$3.35K	﹤0.01%	1946
2015 Q2	$20K	Sell	358 -20	-5%	-$1.11K	﹤0.01%	1789
2015 Q1	$20K	Buy	378 +234	+163%	+$11.5K	﹤0.01%	1803
2014 Q4	$7K	Hold	144	–	–	﹤0.01%	2005
2014 Q3	$7K	Buy	144 +100	+227%	+$5.24K	﹤0.01%	1976
2014 Q2	$2K	Sell	44 -203	-82%	-$10K	﹤0.01%	2353
2014 Q1	$12K	Hold	247	–	–	﹤0.01%	1657
2013 Q4	$11K	Hold	247	–	–	﹤0.01%	1651
2013 Q3	$9K	Buy	247 +203	+461%	+$7.2K	﹤0.01%	1496
2013 Q2	$1K	Buy	+44	New	+$1.47K	﹤0.01%	2253

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

VFA

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

MSI Financial Services's LAZ Position: Q4 2016 in Review

MSI Financial Services increased its Lazard (LAZ) stake by 649% in Q4 2016, buying an estimated $40.3K and bringing the position to 1,198 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #1879.

MSI Financial Services first reported a position in LAZ in Q2 2013 and has held it in 15 quarters since. 271 funds tracked by Wall St. Rank hold LAZ as of Q4 2016.

MSI Financial Services held 1,198 shares of Lazard worth $49K as of Q4 2016.
MSI Financial Services bought 1,038 Lazard shares in Q4 2016, an estimated $40.3K.
Lazard made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1879 holding.
MSI Financial Services first reported a position in Lazard in Q2 2013 and has held it in 15 quarters since.
271 funds tracked by Wall St. Rank held Lazard as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.