UBS’s La-Z-Boy LZB Stock Holding History

UBS’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
2014 Q3	–	Sell	-100	Closed	-$2K	–	10575
2014 Q2	$2K	Buy	+100	New	+$2.47K	﹤0.01%	10038
2013 Q4	–	Sell	-100	Closed	-$2K	–	10596
2013 Q3	$2K	Hold	100	–	–	﹤0.01%	9958
2013 Q2	$2K	Buy	+100	New	+$1.85K	﹤0.01%	9805

Other funds holding LZB

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

MCM

Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

PCMI

Paradigm Capital Management Inc Albany, New York $2.61B AUM 78.58% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

SAM

Skyline Asset Management Chicago, Illinois $77.5M AUM 14.27% 1-Year Est. Return

UBS's LZB Position: Q3 2014 in Review

UBS sold out of La-Z-Boy (LZB) in Q3 2014, closing a stake of 1,535 shares — an estimated $33.3K sold.

UBS first reported a position in LZB in Q3 2013 and held it in 4 quarters. The position peaked at $203K in Q3 2013. 163 funds tracked by Wall St. Rank hold LZB as of Q3 2014.

UBS reported no remaining La-Z-Boy position as of Q3 2014 after selling out during the quarter.
UBS sold 1,535 La-Z-Boy shares in Q3 2014, an estimated $33.3K.
UBS first reported a position in La-Z-Boy in Q3 2013 and held it in 4 quarters.
UBS's La-Z-Boy position peaked at $203K in Q3 2013.
163 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.