MFS
LZB icon

MSI Financial Services’s La-Z-Boy LZB Stock Holding History

MSI Financial Services’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 		$2K Hold
77
– – ﹤0.01% 3502
2016
Q3 		$2K Sell
77
-300
-80% -$8.44K ﹤0.01% 3507
2016
Q2 		$10K Buy
377
+300
+390% +$7.86K ﹤0.01% 2775
2016
Q1 		$2K Buy
77
+72
+1,440% +$1.69K ﹤0.01% 3549
2015
Q4 		$0 Hold
5
– – ﹤0.01% 3920
2015
Q3 		$0 Hold
5
– – ﹤0.01% 3277
2015
Q2 		$0 Buy
+5
New +$135 ﹤0.01% 3179

Other funds holding LZB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

MSI Financial Services's LZB Position: Q4 2016 in Review

MSI Financial Services held its La-Z-Boy (LZB) position steady in Q4 2016 at 77 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #3502.

MSI Financial Services first reported a position in LZB in Q2 2015 and has held it in 7 quarters since. The position peaked at $10K in Q2 2016. 207 funds tracked by Wall St. Rank hold LZB as of Q4 2016.

  • MSI Financial Services held 77 shares of La-Z-Boy worth $2K as of Q4 2016.
  • MSI Financial Services left its La-Z-Boy share count unchanged in Q4 2016.
  • La-Z-Boy made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3502 holding.
  • MSI Financial Services first reported a position in La-Z-Boy in Q2 2015 and has held it in 7 quarters since.
  • MSI Financial Services's La-Z-Boy position peaked at $10K in Q2 2016.
  • 207 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.