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

Rational 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 Q2	–	Sell	-23,250	Closed	-$622K	–	240
2016 Q1	$622K	Buy	+23,250	New	+$544K	0.41%	59

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Rational Advisors's LZB Position: Q2 2016 in Review

Rational Advisors sold out of La-Z-Boy (LZB) in Q2 2016, closing a stake of 23,250 shares — an estimated $622K sold.

Rational Advisors first reported a position in LZB in Q1 2016 and held it in 1 quarter. The position peaked at $622K in Q1 2016. 203 funds tracked by Wall St. Rank hold LZB as of Q2 2016.

Rational Advisors reported no remaining La-Z-Boy position as of Q2 2016 after selling out during the quarter.
Rational Advisors sold 23,250 La-Z-Boy shares in Q2 2016, an estimated $622K.
Rational Advisors first reported a position in La-Z-Boy in Q1 2016 and held it in 1 quarter.
Rational Advisors's La-Z-Boy position peaked at $622K in Q1 2016.
203 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2016.

Based on Rational Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.