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Invictus RG (Singapore)’s La-Z-Boy LZB Stock Holding History

Invictus RG (Singapore)’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
Q2 		– Sell
-3,338
Closed -$90K – 697
2014
Q1 		$90K Sell
3,338
-13,912
-81% -$380K 0.11% 281
2013
Q4 		$535K Buy
+17,250
New +$446K 0.36% 76

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invictus RG (Singapore)'s LZB Position: Q2 2014 in Review

Invictus RG (Singapore) sold out of La-Z-Boy (LZB) in Q2 2014, closing a stake of 3,338 shares — an estimated $90K sold.

Invictus RG (Singapore) first reported a position in LZB in Q4 2013 and held it in 2 quarters. The position peaked at $535K in Q4 2013. 171 funds tracked by Wall St. Rank hold LZB as of Q2 2014.

  • Invictus RG (Singapore) reported no remaining La-Z-Boy position as of Q2 2014 after selling out during the quarter.
  • Invictus RG (Singapore) sold 3,338 La-Z-Boy shares in Q2 2014, an estimated $90K.
  • Invictus RG (Singapore) first reported a position in La-Z-Boy in Q4 2013 and held it in 2 quarters.
  • Invictus RG (Singapore)'s La-Z-Boy position peaked at $535K in Q4 2013.
  • 171 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2014.

Based on Invictus RG (Singapore)'s 13F filing for Q2 2014, filed 14 Aug 2014.