Lucus Advisors’s La-Z-Boy LZB Stock Holding History

Lucus Advisors’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	-16,036	Closed	-$394K	–	112
2016 Q3	$394K	Buy	+16,036	New	+$451K	0.34%	131

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 $535B AUM 26.23% 1-Year Est. Return

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

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 $757B AUM 28.64% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Lucus Advisors's LZB Position: Q4 2016 in Review

Lucus Advisors sold out of La-Z-Boy (LZB) in Q4 2016, closing a stake of 16,036 shares — an estimated $394K sold.

Lucus Advisors first reported a position in LZB in Q3 2016 and held it in 1 quarter. The position peaked at $394K in Q3 2016. 207 funds tracked by Wall St. Rank hold LZB as of Q4 2016.

Lucus Advisors reported no remaining La-Z-Boy position as of Q4 2016 after selling out during the quarter.
Lucus Advisors sold 16,036 La-Z-Boy shares in Q4 2016, an estimated $394K.
Lucus Advisors first reported a position in La-Z-Boy in Q3 2016 and held it in 1 quarter.
Lucus Advisors's La-Z-Boy position peaked at $394K in Q3 2016.
207 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2016.

Based on Lucus Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.