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

WealthPLAN 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	-15,308	Closed	-$138K	–	282
2018 Q3	$138K	Hold	15,308	–	–	0.03%	244
2018 Q2	$159K	Hold	15,308	–	–	0.03%	254
2018 Q1	$176K	Buy	+15,308	New	+$181K	0.04%	257

Other funds holding LOR

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $6.41B AUM 4.78% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Relative Value Partners Group $772M AUM 15.6% 1-Year Est. Return