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First Citizens Bank & Trust’s La-Z-Boy LZB Stock Holding History

First Citizens Bank & Trust’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
2014
Q3 		– Sell
-23,199
Closed -$538K – 346
2014
Q2 		$538K Buy
23,199
+69
+0.3% +$1.71K 0.05% 234
2014
Q1 		$627K Sell
23,130
-6,977
-23% -$191K 0.06% 218
2013
Q4 		$933K Sell
30,107
-1,175
-4% -$30.4K 0.08% 161
2013
Q3 		$710K Buy
+31,282
New +$679K 0.03% 571

Other funds holding LZB

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SAM
Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

First Citizens Bank & Trust's LZB Position: Q3 2014 in Review

First Citizens Bank & Trust sold out of La-Z-Boy (LZB) in Q3 2014, closing a stake of 23,199 shares — an estimated $538K sold.

First Citizens Bank & Trust first reported a position in LZB in Q3 2013 and held it in 4 quarters. The position peaked at $933K in Q4 2013. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

  • First Citizens Bank & Trust reported no remaining La-Z-Boy position as of Q3 2014 after selling out during the quarter.
  • First Citizens Bank & Trust sold 23,199 La-Z-Boy shares in Q3 2014, an estimated $538K.
  • First Citizens Bank & Trust first reported a position in La-Z-Boy in Q3 2013 and held it in 4 quarters.
  • First Citizens Bank & Trust's La-Z-Boy position peaked at $933K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on First Citizens Bank & Trust's 13F filing for Q3 2014, filed 8 Oct 2014.