Capital Management Associates (New York)’s La-Z-Boy LZB Stock Holding History

Capital Management Associates (New York)’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
2017 Q1	–	Sell	-12,000	Closed	-$373K	–	128
2016 Q4	$373K	Sell	12,000 -7,000	-37%	-$189K	0.58%	81
2016 Q3	$467K	Hold	19,000	–	–	0.74%	59
2016 Q2	$529K	Hold	19,000	–	–	0.9%	42
2016 Q1	$508K	Sell	19,000 -1,000	-5%	-$23.4K	0.92%	47
2015 Q4	$488K	Hold	20,000	–	–	0.71%	57
2015 Q3	$531K	Hold	20,000	–	–	0.82%	45
2015 Q2	$527K	Buy	20,000 +5,000	+33%	+$135K	0.7%	58
2015 Q1	$422K	Buy	15,000 +5,000	+50%	+$133K	0.56%	83
2014 Q4	$268K	Buy	+10,000	New	+$236K	0.39%	112

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

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

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

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Capital Management Associates (New York)'s LZB Position: Q1 2017 in Review

Capital Management Associates (New York) sold out of La-Z-Boy (LZB) in Q1 2017, closing a stake of 12,000 shares — an estimated $373K sold.

Capital Management Associates (New York) first reported a position in LZB in Q4 2014 and held it in 9 quarters. The position peaked at $531K in Q3 2015. 197 funds tracked by Wall St. Rank hold LZB as of Q1 2017.

Capital Management Associates (New York) reported no remaining La-Z-Boy position as of Q1 2017 after selling out during the quarter.
Capital Management Associates (New York) sold 12,000 La-Z-Boy shares in Q1 2017, an estimated $373K.
Capital Management Associates (New York) first reported a position in La-Z-Boy in Q4 2014 and held it in 9 quarters.
Capital Management Associates (New York)'s La-Z-Boy position peaked at $531K in Q3 2015.
197 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2017.

Based on Capital Management Associates (New York)'s 13F filing for Q1 2017, filed 3 May 2017.