Shine Investment Advisory Services’s Lazard LAZ Stock Holding History

Shine Investment Advisory Services’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
2019 Q2	–	Sell	-316	Closed	-$11K	–	701
2019 Q1	$11K	Hold	316	–	–	0.01%	536
2018 Q4	$12K	Sell	316 -112	-26%	-$4.47K	0.01%	500
2018 Q3	$21K	Sell	428 -269	-39%	-$13.4K	0.01%	439
2018 Q2	$34K	Buy	697 +51	+8%	+$2.7K	0.02%	374
2018 Q1	$34K	Buy	646 +127	+24%	+$7.05K	0.02%	369
2017 Q4	$27K	Buy	519 +153	+42%	+$7.33K	0.01%	406
2017 Q3	$17K	Hold	366	–	–	0.01%	469
2017 Q2	$17K	Buy	+366	New	+$16.4K	0.01%	455

Other funds holding LAZ

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SAM

Southeastern Asset Management Memphis, Tennessee $1.92B AUM 6.41% 1-Year Est. Return

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

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

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

RAM

RWC Asset Management London, United Kingdom $2.64B AUM 33.18% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Shine Investment Advisory Services's LAZ Position: Q2 2019 in Review

Shine Investment Advisory Services sold out of Lazard (LAZ) in Q2 2019, closing a stake of 316 shares — an estimated $11K sold.

Shine Investment Advisory Services first reported a position in LAZ in Q2 2017 and held it in 8 quarters. The position peaked at $34K in Q2 2018. 253 funds tracked by Wall St. Rank hold LAZ as of Q2 2019.

Shine Investment Advisory Services reported no remaining Lazard position as of Q2 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 316 Lazard shares in Q2 2019, an estimated $11K.
Shine Investment Advisory Services first reported a position in Lazard in Q2 2017 and held it in 8 quarters.
Shine Investment Advisory Services's Lazard position peaked at $34K in Q2 2018.
253 funds tracked by Wall St. Rank held Lazard as of Q2 2019.

Based on Shine Investment Advisory Services's 13F filing for Q2 2019, filed 25 Jul 2019.