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Independent Portfolio Consultants’s La-Z-Boy LZB Stock Holding History

Independent Portfolio Consultants’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
-14,795
Closed -$343K – 907
2014
Q2 		$343K Buy
14,795
+1,005
+7% +$24.9K 0.1% 351
2014
Q1 		$373K Buy
13,790
+965
+8% +$26.4K 0.12% 321
2013
Q4 		$398K Buy
+12,825
New +$332K 0.14% 309

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

Independent Portfolio Consultants's LZB Position: Q3 2014 in Review

Independent Portfolio Consultants sold out of La-Z-Boy (LZB) in Q3 2014, closing a stake of 14,795 shares — an estimated $343K sold.

Independent Portfolio Consultants first reported a position in LZB in Q4 2013 and held it in 3 quarters. The position peaked at $398K in Q4 2013. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

  • Independent Portfolio Consultants reported no remaining La-Z-Boy position as of Q3 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 14,795 La-Z-Boy shares in Q3 2014, an estimated $343K.
  • Independent Portfolio Consultants first reported a position in La-Z-Boy in Q4 2013 and held it in 3 quarters.
  • Independent Portfolio Consultants's La-Z-Boy position peaked at $398K in Q4 2013.
  • 163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on Independent Portfolio Consultants's 13F filing for Q3 2014, filed 14 Nov 2014.