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First Personal Financial Services’s La-Z-Boy LZB Stock Holding History

First Personal Financial Services’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
2016
Q4 		– Sell
-415
Closed -$10K – 929
2016
Q3 		$10K Hold
415
– – ﹤0.01% 591
2016
Q2 		$12K Buy
+415
New +$10.9K ﹤0.01% 526

Other funds holding LZB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Personal Financial Services's LZB Position: Q4 2016 in Review

First Personal Financial Services sold out of La-Z-Boy (LZB) in Q4 2016, closing a stake of 415 shares — an estimated $10K sold.

First Personal Financial Services first reported a position in LZB in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q2 2016. 207 funds tracked by Wall St. Rank hold LZB as of Q4 2016.

  • First Personal Financial Services reported no remaining La-Z-Boy position as of Q4 2016 after selling out during the quarter.
  • First Personal Financial Services sold 415 La-Z-Boy shares in Q4 2016, an estimated $10K.
  • First Personal Financial Services first reported a position in La-Z-Boy in Q2 2016 and held it in 2 quarters.
  • First Personal Financial Services's La-Z-Boy position peaked at $12K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2016.

Based on First Personal Financial Services's 13F filing for Q4 2016, filed 3 Feb 2017.