UCFA
LOR

United Capital Financial Advisors’s Lazard World Dividend & Income Fund, Inc. LOR Stock Holding History

United Capital Financial Advisors’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
2019
Q4 		– Sell
-35,709
Closed -$334K – 1457
2019
Q3 		$334K Buy
35,709
+646
+2% +$6.19K ﹤0.01% 1051
2019
Q2 		$348K Buy
+35,063
New +$343K ﹤0.01% 1155

United Capital Financial Advisors's LOR Position: Q4 2019 in Review

United Capital Financial Advisors sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q4 2019, closing a stake of 35,709 shares — an estimated $334K sold.

United Capital Financial Advisors first reported a position in LOR in Q2 2019 and held it in 2 quarters. The position peaked at $348K in Q2 2019. 0 funds tracked by Wall St. Rank hold LOR as of Q4 2019.

  • United Capital Financial Advisors reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q4 2019 after selling out during the quarter.
  • United Capital Financial Advisors sold 35,709 Lazard World Dividend & Income Fund, Inc. shares in Q4 2019, an estimated $334K.
  • United Capital Financial Advisors first reported a position in Lazard World Dividend & Income Fund, Inc. in Q2 2019 and held it in 2 quarters.
  • United Capital Financial Advisors's Lazard World Dividend & Income Fund, Inc. position peaked at $348K in Q2 2019.
  • 0 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q4 2019.

Based on United Capital Financial Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.