Ropes Wealth Advisors’s Lazard LAZ Stock Holding History

Ropes Wealth 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
2017 Q2	–	Sell	-1,127	Closed	-$52K	–	551
2017 Q1	$52K	Hold	1,127	–	–	0.02%	325
2016 Q4	$46K	Buy	+1,127	New	+$43.8K	0.01%	327

Other funds holding LAZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Ropes Wealth Advisors's LAZ Position: Q2 2017 in Review

Ropes Wealth Advisors sold out of Lazard (LAZ) in Q2 2017, closing a stake of 1,127 shares — an estimated $52K sold.

Ropes Wealth Advisors first reported a position in LAZ in Q4 2016 and held it in 2 quarters. The position peaked at $52K in Q1 2017. 284 funds tracked by Wall St. Rank hold LAZ as of Q2 2017.

Ropes Wealth Advisors reported no remaining Lazard position as of Q2 2017 after selling out during the quarter.
Ropes Wealth Advisors sold 1,127 Lazard shares in Q2 2017, an estimated $52K.
Ropes Wealth Advisors first reported a position in Lazard in Q4 2016 and held it in 2 quarters.
Ropes Wealth Advisors's Lazard position peaked at $52K in Q1 2017.
284 funds tracked by Wall St. Rank held Lazard as of Q2 2017.

Based on Ropes Wealth Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.