WFG Advisors’s Lazard LAZ Stock Holding History

WFG 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
2016 Q3	–	Sell	-116	Closed	-$3K	–	1639
2016 Q2	$3K	Buy	116 +1	+0.9%	+$35	﹤0.01%	1327
2016 Q1	$4K	Buy	115 +5	+5%	+$179	﹤0.01%	1238
2015 Q4	$5K	Buy	110 +1	+0.9%	+$46	﹤0.01%	1230
2015 Q3	$5K	Hold	109	–	–	﹤0.01%	1262
2015 Q2	$6K	Buy	109 +1	+0.9%	+$56	﹤0.01%	1308
2015 Q1	$6K	Buy	108 +3	+3%	+$148	﹤0.01%	1319
2014 Q4	$5K	Hold	105	–	–	﹤0.01%	1638
2014 Q3	$5K	Buy	105 +1	+1%	+$52	﹤0.01%	1664
2014 Q2	$5K	Buy	104 +1	+1%	+$49	﹤0.01%	1661
2014 Q1	$5K	Hold	103	–	–	﹤0.01%	1621
2013 Q4	$5K	Buy	103 +2	+2%	+$81	﹤0.01%	1751
2013 Q3	$4K	Hold	101	–	–	﹤0.01%	1791
2013 Q2	$3K	Buy	+101	New	+$3.38K	﹤0.01%	1776

Other funds holding LAZ

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

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

WCM Investment Management

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Franklin Resources

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return

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

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return