Calton & Associates’s La-Z-Boy LZB Stock Holding History

Calton & Associates’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 Q1	–	Sell	-294	Closed	-$9K	–	893
2017 Q4	$9K	Buy	+294	New	+$8.48K	﹤0.01%	1095

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Calton & Associates's LZB Position: Q1 2018 in Review

Calton & Associates sold out of La-Z-Boy (LZB) in Q1 2018, closing a stake of 294 shares — an estimated $9K sold.

Calton & Associates first reported a position in LZB in Q4 2017 and held it in 1 quarter. The position peaked at $9K in Q4 2017. 210 funds tracked by Wall St. Rank hold LZB as of Q1 2018.

Calton & Associates reported no remaining La-Z-Boy position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 294 La-Z-Boy shares in Q1 2018, an estimated $9K.
Calton & Associates first reported a position in La-Z-Boy in Q4 2017 and held it in 1 quarter.
Calton & Associates's La-Z-Boy position peaked at $9K in Q4 2017.
210 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.