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Summit Financial Wealth Advisors’s La-Z-Boy LZB Stock Holding History

Summit Financial Wealth 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
2015
Q4 		– Sell
-300
Closed -$7K – 175
2015
Q3 		$7K Sell
300
-95
-24% -$2.52K ﹤0.01% 198
2015
Q2 		$10K Hold
395
– – 0.01% 230
2015
Q1 		$10K Hold
395
– – 0.01% 198
2014
Q4 		$11K Buy
+395
New +$9.33K 0.01% 201

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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Summit Financial Wealth Advisors's LZB Position: Q4 2015 in Review

Summit Financial Wealth Advisors sold out of La-Z-Boy (LZB) in Q4 2015, closing a stake of 300 shares — an estimated $7K sold.

Summit Financial Wealth Advisors first reported a position in LZB in Q4 2014 and held it in 4 quarters. The position peaked at $11K in Q4 2014. 177 funds tracked by Wall St. Rank hold LZB as of Q4 2015.

  • Summit Financial Wealth Advisors reported no remaining La-Z-Boy position as of Q4 2015 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 300 La-Z-Boy shares in Q4 2015, an estimated $7K.
  • Summit Financial Wealth Advisors first reported a position in La-Z-Boy in Q4 2014 and held it in 4 quarters.
  • Summit Financial Wealth Advisors's La-Z-Boy position peaked at $11K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held La-Z-Boy as of Q4 2015.

Based on Summit Financial Wealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.