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Pinnacle Summer Investments’s La-Z-Boy LZB Stock Holding History

Pinnacle Summer Investments’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
2013
Q4 		– Sell
-100
Closed -$2K – 983
2013
Q3 		$2K Hold
100
– – ﹤0.01% 857
2013
Q2 		$2K Buy
+100
New +$1.85K ﹤0.01% 780

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
MCM
Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PCMI
Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

Pinnacle Summer Investments's LZB Position: Q4 2013 in Review

Pinnacle Summer Investments sold out of La-Z-Boy (LZB) in Q4 2013, closing a stake of 100 shares — an estimated $2K sold.

Pinnacle Summer Investments first reported a position in LZB in Q2 2013 and held it in 2 quarters. The position peaked at $2K in Q3 2013. 183 funds tracked by Wall St. Rank hold LZB as of Q4 2013.

  • Pinnacle Summer Investments reported no remaining La-Z-Boy position as of Q4 2013 after selling out during the quarter.
  • Pinnacle Summer Investments sold 100 La-Z-Boy shares in Q4 2013, an estimated $2K.
  • Pinnacle Summer Investments first reported a position in La-Z-Boy in Q2 2013 and held it in 2 quarters.
  • Pinnacle Summer Investments's La-Z-Boy position peaked at $2K in Q3 2013.
  • 183 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2013.

Based on Pinnacle Summer Investments's 13F filing for Q4 2013, filed 12 Feb 2014.