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Wellington Shields Capital Management’s Lazard LAZ Stock Holding History

Wellington Shields Capital Management’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
Q3 		– Sell
-7,600
Closed -$427K – 325
2015
Q2 		$427K Hold
7,600
– – 0.07% 236
2015
Q1 		$400K Buy
+7,600
New +$374K 0.06% 245

Other funds holding LAZ

Vanguard Group
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
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wellington Shields Capital Management's LAZ Position: Q3 2015 in Review

Wellington Shields Capital Management sold out of Lazard (LAZ) in Q3 2015, closing a stake of 7,600 shares — an estimated $427K sold.

Wellington Shields Capital Management first reported a position in LAZ in Q1 2015 and held it in 2 quarters. The position peaked at $427K in Q2 2015. 279 funds tracked by Wall St. Rank hold LAZ as of Q3 2015.

  • Wellington Shields Capital Management reported no remaining Lazard position as of Q3 2015 after selling out during the quarter.
  • Wellington Shields Capital Management sold 7,600 Lazard shares in Q3 2015, an estimated $427K.
  • Wellington Shields Capital Management first reported a position in Lazard in Q1 2015 and held it in 2 quarters.
  • Wellington Shields Capital Management's Lazard position peaked at $427K in Q2 2015.
  • 279 funds tracked by Wall St. Rank held Lazard as of Q3 2015.

Based on Wellington Shields Capital Management's 13F filing for Q3 2015, filed 4 Nov 2015.