Gray Financial Group’s La-Z-Boy LZB Stock Holding History

Gray Financial Group’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	-7,037	Closed	-$173K	–	47
2016 Q3	$173K	Buy	7,037 +1,449	+26%	+$40.8K	0.07%	59
2016 Q2	$155K	Buy	+5,588	New	+$146K	0.06%	58
2015 Q3	–	Sell	-4,131	Closed	-$109K	–	50
2015 Q2	$109K	Hold	4,131	–	–	0.04%	57
2015 Q1	$116K	Buy	+4,131	New	+$110K	0.04%	57

Other funds holding LZB

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 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 Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gray Financial Group's LZB Position: Q4 2016 in Review

Gray Financial Group sold out of La-Z-Boy (LZB) in Q4 2016, closing a stake of 7,037 shares — an estimated $173K sold.

Gray Financial Group first reported a position in LZB in Q1 2015 and held it in 4 quarters. The position peaked at $173K in Q3 2016. 208 funds tracked by Wall St. Rank hold LZB as of Q4 2016.

Gray Financial Group reported no remaining La-Z-Boy position as of Q4 2016 after selling out during the quarter.
Gray Financial Group sold 7,037 La-Z-Boy shares in Q4 2016, an estimated $173K.
Gray Financial Group first reported a position in La-Z-Boy in Q1 2015 and held it in 4 quarters.
Gray Financial Group's La-Z-Boy position peaked at $173K in Q3 2016.
208 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2016.

Based on Gray Financial Group's 13F filing for Q4 2016, filed 30 Jan 2017.