RegentAtlantic Capital’s Lazard LAZ Stock Holding History

RegentAtlantic Capital’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
2015 Q1	–	Sell	-210	Closed	-$10.5K	–	659
2014 Q4	$10.5K	Buy	+210	New	+$10.4K	﹤0.01%	901

Other funds holding LAZ

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

VFA

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

AII

AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return

RegentAtlantic Capital's LAZ Position: Q1 2015 in Review

RegentAtlantic Capital sold out of Lazard (LAZ) in Q1 2015, closing a stake of 210 shares — an estimated $10.5K sold.

RegentAtlantic Capital first reported a position in LAZ in Q4 2014 and held it in 1 quarter. The position peaked at $10.5K in Q4 2014. 286 funds tracked by Wall St. Rank hold LAZ as of Q1 2015.

RegentAtlantic Capital reported no remaining Lazard position as of Q1 2015 after selling out during the quarter.
RegentAtlantic Capital sold 210 Lazard shares in Q1 2015, an estimated $10.5K.
RegentAtlantic Capital first reported a position in Lazard in Q4 2014 and held it in 1 quarter.
RegentAtlantic Capital's Lazard position peaked at $10.5K in Q4 2014.
286 funds tracked by Wall St. Rank held Lazard as of Q1 2015.

Based on RegentAtlantic Capital's 13F filing for Q1 2015, filed 27 Apr 2015.