Westover Capital Advisors’s Lazard LAZ Stock Holding History

Westover Capital 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 Q3	–	Sell	-11,030	Closed	-$620K	–	91
2015 Q2	$620K	Buy	+11,030	New	+$613K	0.49%	56

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

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

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

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

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

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 San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Westover Capital Advisors's LAZ Position: Q3 2015 in Review

Westover Capital Advisors sold out of Lazard (LAZ) in Q3 2015, closing a stake of 11,030 shares — an estimated $620K sold.

Westover Capital Advisors first reported a position in LAZ in Q2 2015 and held it in 1 quarter. The position peaked at $620K in Q2 2015. 279 funds tracked by Wall St. Rank hold LAZ as of Q3 2015.

Westover Capital Advisors reported no remaining Lazard position as of Q3 2015 after selling out during the quarter.
Westover Capital Advisors sold 11,030 Lazard shares in Q3 2015, an estimated $620K.
Westover Capital Advisors first reported a position in Lazard in Q2 2015 and held it in 1 quarter.
Westover Capital Advisors's Lazard position peaked at $620K in Q2 2015.
279 funds tracked by Wall St. Rank held Lazard as of Q3 2015.

Based on Westover Capital Advisors's 13F filing for Q3 2015, filed 29 Oct 2015.