Windsor Capital Management’s Lazard LAZ Stock Holding History

Windsor 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 Q4	–	Sell	-672	Closed	-$29K	–	271
2015 Q3	$29K	Buy	+672	New	+$34.6K	0.02%	217
2015 Q2	–	Sell	-4,902	Closed	-$258K	–	109
2015 Q1	$258K	Sell	4,902 -815	-14%	-$40.2K	0.15%	95
2014 Q4	$286K	Buy	5,717 +535	+10%	+$26.5K	0.16%	87
2014 Q3	$263K	Buy	+5,182	New	+$272K	0.15%	81
2014 Q1	–	Sell	-713	Closed	-$32K	–	193
2013 Q4	$32K	Buy	+713	New	+$28.9K	0.02%	211

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Windsor Capital Management's LAZ Position: Q4 2015 in Review

Windsor Capital Management sold out of Lazard (LAZ) in Q4 2015, closing a stake of 672 shares — an estimated $29K sold.

Windsor Capital Management first reported a position in LAZ in Q4 2013 and held it in 5 quarters. The position peaked at $286K in Q4 2014. 278 funds tracked by Wall St. Rank hold LAZ as of Q4 2015.

Windsor Capital Management reported no remaining Lazard position as of Q4 2015 after selling out during the quarter.
Windsor Capital Management sold 672 Lazard shares in Q4 2015, an estimated $29K.
Windsor Capital Management first reported a position in Lazard in Q4 2013 and held it in 5 quarters.
Windsor Capital Management's Lazard position peaked at $286K in Q4 2014.
278 funds tracked by Wall St. Rank held Lazard as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.