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Sheaff Brock Investment Advisors’s Lazard LAZ Stock Holding History

Sheaff Brock 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
2016
Q1 		– Sell
-117,720
Closed -$5.3M – 664
2015
Q4 		$5.3M Buy
+117,720
New +$5.39M 0.6% 37

Other funds holding LAZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Sheaff Brock Investment Advisors's LAZ Position: Q1 2016 in Review

Sheaff Brock Investment Advisors sold out of Lazard (LAZ) in Q1 2016, closing a stake of 117,720 shares — an estimated $5.3M sold.

Sheaff Brock Investment Advisors first reported a position in LAZ in Q4 2015 and held it in 1 quarter. The position peaked at $5.3M in Q4 2015. 270 funds tracked by Wall St. Rank hold LAZ as of Q1 2016.

  • Sheaff Brock Investment Advisors reported no remaining Lazard position as of Q1 2016 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 117,720 Lazard shares in Q1 2016, an estimated $5.3M.
  • Sheaff Brock Investment Advisors first reported a position in Lazard in Q4 2015 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Lazard position peaked at $5.3M in Q4 2015.
  • 270 funds tracked by Wall St. Rank held Lazard as of Q1 2016.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2016, filed 25 Apr 2016.