National Investment Services’s Lazard LAZ Stock Holding History

National Investment 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	–	Sell	-45,211	Closed	-$1.64M	–	61
2016 Q3	$1.64M	Buy	+45,211	New	+$1.58M	1.86%	33
2015 Q4	–	Sell	-38,377	Closed	-$1.66M	–	41
2015 Q3	$1.66M	Buy	38,377 +450	+1%	+$23.2K	1.96%	32
2015 Q2	$2.13M	Buy	+37,927	New	+$2.11M	2.23%	22

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $10B AUM 42.59% 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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

CWAM

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

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

VFA

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

National Investment Services's LAZ Position: Q4 2016 in Review

National Investment Services sold out of Lazard (LAZ) in Q4 2016, closing a stake of 45,211 shares — an estimated $1.64M sold.

National Investment Services first reported a position in LAZ in Q2 2015 and held it in 3 quarters. The position peaked at $2.13M in Q2 2015. 271 funds tracked by Wall St. Rank hold LAZ as of Q4 2016.

National Investment Services reported no remaining Lazard position as of Q4 2016 after selling out during the quarter.
National Investment Services sold 45,211 Lazard shares in Q4 2016, an estimated $1.64M.
National Investment Services first reported a position in Lazard in Q2 2015 and held it in 3 quarters.
National Investment Services's Lazard position peaked at $2.13M in Q2 2015.
271 funds tracked by Wall St. Rank held Lazard as of Q4 2016.

Based on National Investment Services's 13F filing for Q4 2016, filed 25 Jan 2017.