SWP
LOR

Stratos Wealth Partners’s Lazard World Dividend & Income Fund, Inc. LOR Stock Holding History

Stratos Wealth Partners’s Portfolio LOR Stock Details LOR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$5K – 2893
2018
Q3 		$5K Buy
+500
New +$5.17K ﹤0.01% 2489
2018
Q1 		– Sell
-200
Closed -$2K – 3298
2017
Q4 		$2K Buy
+200
New +$2.26K ﹤0.01% 2663

Other funds holding LOR

KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RVPG
Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return

Stratos Wealth Partners's LOR Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q4 2018, closing a stake of 500 shares — an estimated $5K sold.

Stratos Wealth Partners first reported a position in LOR in Q4 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2018. 30 funds tracked by Wall St. Rank hold LOR as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 500 Lazard World Dividend & Income Fund, Inc. shares in Q4 2018, an estimated $5K.
  • Stratos Wealth Partners first reported a position in Lazard World Dividend & Income Fund, Inc. in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Lazard World Dividend & Income Fund, Inc. position peaked at $5K in Q3 2018.
  • 30 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.