WP
LOR

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

KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 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

WealthPLAN Partners's LOR Position: Q4 2018 in Review

WealthPLAN Partners sold out of Lazard World Dividend & Income Fund, Inc. (LOR) in Q4 2018, closing a stake of 15,308 shares — an estimated $138K sold.

WealthPLAN Partners first reported a position in LOR in Q1 2018 and held it in 3 quarters. The position peaked at $176K in Q1 2018. 30 funds tracked by Wall St. Rank hold LOR as of Q4 2018.

  • WealthPLAN Partners reported no remaining Lazard World Dividend & Income Fund, Inc. position as of Q4 2018 after selling out during the quarter.
  • WealthPLAN Partners sold 15,308 Lazard World Dividend & Income Fund, Inc. shares in Q4 2018, an estimated $138K.
  • WealthPLAN Partners first reported a position in Lazard World Dividend & Income Fund, Inc. in Q1 2018 and held it in 3 quarters.
  • WealthPLAN Partners's Lazard World Dividend & Income Fund, Inc. position peaked at $176K in Q1 2018.
  • 30 funds tracked by Wall St. Rank held Lazard World Dividend & Income Fund, Inc. as of Q4 2018.

Based on WealthPLAN Partners's 13F filing for Q4 2018, filed 20 Feb 2019.