Avantax Planning Partners’s La-Z-Boy LZB Stock Holding History

Avantax Planning Partners’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-110	Closed	-$3K	–	820
2018 Q3	$3K	Buy	+110	New	+$3.5K	﹤0.01%	1263
2018 Q2	–	Sell	-111	Closed	-$3K	–	940
2018 Q1	$3K	Buy	+111	New	+$3.41K	﹤0.01%	1521

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Avantax Planning Partners's LZB Position: Q4 2018 in Review

Avantax Planning Partners sold out of La-Z-Boy (LZB) in Q4 2018, closing a stake of 110 shares — an estimated $3K sold.

Avantax Planning Partners first reported a position in LZB in Q1 2018 and held it in 2 quarters. The position peaked at $3K in Q3 2018. 201 funds tracked by Wall St. Rank hold LZB as of Q4 2018.

Avantax Planning Partners reported no remaining La-Z-Boy position as of Q4 2018 after selling out during the quarter.
Avantax Planning Partners sold 110 La-Z-Boy shares in Q4 2018, an estimated $3K.
Avantax Planning Partners first reported a position in La-Z-Boy in Q1 2018 and held it in 2 quarters.
Avantax Planning Partners's La-Z-Boy position peaked at $3K in Q3 2018.
201 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.