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Wealthcare Capital Management’s La-Z-Boy LZB Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-1,181
Closed – – 670
2015
Q1 		$0 Buy
+1,181
New +$31.4K ﹤0.01% 972

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Wealthcare Capital Management's LZB Position: Q2 2015 in Review

Wealthcare Capital Management sold out of La-Z-Boy (LZB) in Q2 2015, closing a stake of 1,181 shares.

Wealthcare Capital Management first reported a position in LZB in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 172 funds tracked by Wall St. Rank hold LZB as of Q2 2015.

  • Wealthcare Capital Management reported no remaining La-Z-Boy position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,181 La-Z-Boy shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in La-Z-Boy in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's La-Z-Boy position peaked at $0 in Q1 2015.
  • 172 funds tracked by Wall St. Rank held La-Z-Boy as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.