Waverly Advisors’s Lazard LAZ Stock Holding History

Waverly 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
2015 Q2	–	Sell	-197	Closed	-$10K	–	380
2015 Q1	$10K	Hold	197	–	–	0.01%	259
2014 Q4	$10K	Hold	197	–	–	0.01%	311
2014 Q3	$10K	Hold	197	–	–	0.01%	479
2014 Q2	$10K	Hold	197	–	–	﹤0.01%	441
2014 Q1	$9K	Hold	197	–	–	﹤0.01%	445
2013 Q4	$9K	Buy	+197	New	+$7.98K	﹤0.01%	570

Other funds holding LAZ

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

AIM

abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

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

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

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Waverly Advisors's LAZ Position: Q2 2015 in Review

Waverly Advisors sold out of Lazard (LAZ) in Q2 2015, closing a stake of 197 shares — an estimated $10K sold.

Waverly Advisors first reported a position in LAZ in Q4 2013 and held it in 6 quarters. The position peaked at $10K in Q1 2015. 290 funds tracked by Wall St. Rank hold LAZ as of Q2 2015.

Waverly Advisors reported no remaining Lazard position as of Q2 2015 after selling out during the quarter.
Waverly Advisors sold 197 Lazard shares in Q2 2015, an estimated $10K.
Waverly Advisors first reported a position in Lazard in Q4 2013 and held it in 6 quarters.
Waverly Advisors's Lazard position peaked at $10K in Q1 2015.
290 funds tracked by Wall St. Rank held Lazard as of Q2 2015.

Based on Waverly Advisors's 13F filing for Q2 2015, filed 10 Aug 2015.