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Patriot Financial Group Insurance Agency’s Lazard LAZ Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-194
Closed -$8K – 835
2016
Q4 		$8K Buy
+194
New +$7.54K 0.01% 501

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Franklin Resources
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Patriot Financial Group Insurance Agency's LAZ Position: Q1 2017 in Review

Patriot Financial Group Insurance Agency sold out of Lazard (LAZ) in Q1 2017, closing a stake of 194 shares — an estimated $8K sold.

Patriot Financial Group Insurance Agency first reported a position in LAZ in Q4 2016 and held it in 1 quarter. The position peaked at $8K in Q4 2016. 285 funds tracked by Wall St. Rank hold LAZ as of Q1 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Lazard position as of Q1 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 194 Lazard shares in Q1 2017, an estimated $8K.
  • Patriot Financial Group Insurance Agency first reported a position in Lazard in Q4 2016 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Lazard position peaked at $8K in Q4 2016.
  • 285 funds tracked by Wall St. Rank held Lazard as of Q1 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2017, filed 5 May 2017.