Intersect Capital’s La-Z-Boy LZB Stock Holding History

Intersect Capital’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 Q2	–	Sell	-125	Closed	-$3K	–	254
2015 Q1	$3K	Hold	125	–	–	﹤0.01%	400
2014 Q4	$3K	Buy	+125	New	+$2.95K	﹤0.01%	409

Other funds holding LZB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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 Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Intersect Capital's LZB Position: Q2 2015 in Review

Intersect Capital sold out of La-Z-Boy (LZB) in Q2 2015, closing a stake of 125 shares — an estimated $3K sold.

Intersect Capital first reported a position in LZB in Q4 2014 and held it in 2 quarters. The position peaked at $3K in Q1 2015. 172 funds tracked by Wall St. Rank hold LZB as of Q2 2015.

Intersect Capital reported no remaining La-Z-Boy position as of Q2 2015 after selling out during the quarter.
Intersect Capital sold 125 La-Z-Boy shares in Q2 2015, an estimated $3K.
Intersect Capital first reported a position in La-Z-Boy in Q4 2014 and held it in 2 quarters.
Intersect Capital's La-Z-Boy position peaked at $3K in Q1 2015.
172 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2015.

Based on Intersect Capital's 13F filing for Q2 2015, filed 3 Aug 2015.