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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

WFG Advisors's LAZ Position: Q3 2016 in Review

WFG Advisors sold out of Lazard (LAZ) in Q3 2016, closing a stake of 116 shares — an estimated $3K sold.

WFG Advisors first reported a position in LAZ in Q2 2013 and held it in 13 quarters. The position peaked at $6K in Q2 2015. 249 funds tracked by Wall St. Rank hold LAZ as of Q3 2016.

  • WFG Advisors reported no remaining Lazard position as of Q3 2016 after selling out during the quarter.
  • WFG Advisors sold 116 Lazard shares in Q3 2016, an estimated $3K.
  • WFG Advisors first reported a position in Lazard in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's Lazard position peaked at $6K in Q2 2015.
  • 249 funds tracked by Wall St. Rank held Lazard as of Q3 2016.

Based on WFG Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.