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Founders Financial Securities’s La-Z-Boy LZB Stock Holding History

Founders Financial Securities’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
2015
Q1 		– Sell
-8,117
Closed -$218K – 85
2014
Q4 		$218K Buy
+8,117
New +$192K 0.13% 60

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Founders Financial Securities's LZB Position: Q1 2015 in Review

Founders Financial Securities sold out of La-Z-Boy (LZB) in Q1 2015, closing a stake of 8,117 shares — an estimated $218K sold.

Founders Financial Securities first reported a position in LZB in Q4 2014 and held it in 1 quarter. The position peaked at $218K in Q4 2014. 161 funds tracked by Wall St. Rank hold LZB as of Q1 2015.

  • Founders Financial Securities reported no remaining La-Z-Boy position as of Q1 2015 after selling out during the quarter.
  • Founders Financial Securities sold 8,117 La-Z-Boy shares in Q1 2015, an estimated $218K.
  • Founders Financial Securities first reported a position in La-Z-Boy in Q4 2014 and held it in 1 quarter.
  • Founders Financial Securities's La-Z-Boy position peaked at $218K in Q4 2014.
  • 161 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2015.

Based on Founders Financial Securities's 13F filing for Q1 2015, filed 22 Apr 2015.