TRUE Private Wealth Advisors’s La-Z-Boy LZB Stock Holding History

TRUE Private 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
2019 Q1	–	Sell	-9,000	Closed	-$249K	–	232
2018 Q4	$249K	Hold	9,000	–	–	0.04%	199
2018 Q3	$284K	Hold	9,000	–	–	0.04%	220
2018 Q2	$275K	Hold	9,000	–	–	0.04%	221
2018 Q1	$269K	Hold	9,000	–	–	0.05%	193
2017 Q4	$280K	Buy	+9,000	New	+$260K	0.05%	187

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TRUE Private Wealth Advisors's LZB Position: Q1 2019 in Review

TRUE Private Wealth Advisors sold out of La-Z-Boy (LZB) in Q1 2019, closing a stake of 9,000 shares — an estimated $249K sold.

TRUE Private Wealth Advisors first reported a position in LZB in Q4 2017 and held it in 5 quarters. The position peaked at $284K in Q3 2018. 236 funds tracked by Wall St. Rank hold LZB as of Q1 2019.

TRUE Private Wealth Advisors reported no remaining La-Z-Boy position as of Q1 2019 after selling out during the quarter.
TRUE Private Wealth Advisors sold 9,000 La-Z-Boy shares in Q1 2019, an estimated $249K.
TRUE Private Wealth Advisors first reported a position in La-Z-Boy in Q4 2017 and held it in 5 quarters.
TRUE Private Wealth Advisors's La-Z-Boy position peaked at $284K in Q3 2018.
236 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2019.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2019, filed 25 Apr 2019.