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Regal Investment Advisors’s Lazard LAZ Stock Holding History

Regal 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
2018
Q2 		– Sell
-4,454
Closed -$234K – 287
2018
Q1 		$234K Buy
4,454
+71
+2% +$3.94K 0.05% 262
2017
Q4 		$230K Buy
+4,383
New +$210K 0.05% 253
2015
Q4 		– Sell
-50
Closed -$2K – 612
2015
Q3 		$2K Buy
+50
New +$2.58K ﹤0.01% 940
2014
Q2 		– Sell
-820
Closed -$39K – 930
2014
Q1 		$39K Buy
820
+7
+0.9% +$315 0.02% 385
2013
Q4 		$37K Buy
+813
New +$32.9K 0.02% 337

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $116B AUM 61.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Regal Investment Advisors's LAZ Position: Q2 2018 in Review

Regal Investment Advisors sold out of Lazard (LAZ) in Q2 2018, closing a stake of 4,454 shares — an estimated $234K sold.

Regal Investment Advisors first reported a position in LAZ in Q4 2013 and held it in 5 quarters. The position peaked at $234K in Q1 2018. 332 funds tracked by Wall St. Rank hold LAZ as of Q2 2018.

  • Regal Investment Advisors reported no remaining Lazard position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 4,454 Lazard shares in Q2 2018, an estimated $234K.
  • Regal Investment Advisors first reported a position in Lazard in Q4 2013 and held it in 5 quarters.
  • Regal Investment Advisors's Lazard position peaked at $234K in Q1 2018.
  • 332 funds tracked by Wall St. Rank held Lazard as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.