SC
LAZ icon

Scotia Capital’s Lazard LAZ Stock Holding History

Scotia 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
2016
Q1 		– Sell
-14,871
Closed -$632K – 784
2015
Q4 		$632K Hold
14,871
– – 0.01% 509
2015
Q3 		$643K Buy
14,871
+272
+2% +$14K 0.01% 490
2015
Q2 		$788K Sell
14,599
-140
-0.9% -$7.79K 0.02% 442
2015
Q1 		$776K Buy
14,739
+28
+0.2% +$1.38K 0.02% 355
2014
Q4 		$736K Buy
14,711
+427
+3% +$21.2K 0.02% 352
2014
Q3 		$724K Buy
14,284
+1,445
+11% +$75.7K 0.02% 352
2014
Q2 		$662K Buy
12,839
+917
+8% +$45.2K 0.01% 362
2014
Q1 		$561K Buy
11,922
+1,207
+11% +$54.3K 0.01% 381
2013
Q4 		$486K Buy
+10,715
New +$434K 0.01% 375

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
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
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Scotia Capital's LAZ Position: Q1 2016 in Review

Scotia Capital sold out of Lazard (LAZ) in Q1 2016, closing a stake of 14,871 shares — an estimated $632K sold.

Scotia Capital first reported a position in LAZ in Q4 2013 and held it in 9 quarters. The position peaked at $788K in Q2 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Scotia Capital reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Scotia Capital sold 14,871 Lazard shares in Q1 2016, an estimated $632K.
  • Scotia Capital first reported a position in Lazard in Q4 2013 and held it in 9 quarters.
  • Scotia Capital's Lazard position peaked at $788K in Q2 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Scotia Capital's 13F filing for Q1 2016, filed 12 May 2016.