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

WFG 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
2017 Q1	–	Sell	-69	Closed	-$2K	–	1596
2016 Q4	$2K	Hold	69	–	–	﹤0.01%	1419
2016 Q3	$2K	Hold	69	–	–	﹤0.01%	1406
2016 Q2	$2K	Hold	69	–	–	﹤0.01%	1384
2016 Q1	$2K	Buy	69 +21	+44%	+$491	﹤0.01%	1345
2015 Q4	$1K	Buy	48 +13	+37%	+$349	﹤0.01%	1471
2015 Q3	$1K	Hold	35	–	–	﹤0.01%	1506
2015 Q2	$1K	Hold	35	–	–	﹤0.01%	1578
2015 Q1	$1K	Hold	35	–	–	﹤0.01%	1639
2014 Q4	$1K	Buy	+35	New	+$827	﹤0.01%	1967
2014 Q1	–	Sell	-50	Closed	-$2K	–	2127
2013 Q4	$2K	Buy	+50	New	+$1.29K	﹤0.01%	1973

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

WFG Advisors's LZB Position: Q1 2017 in Review

WFG Advisors sold out of La-Z-Boy (LZB) in Q1 2017, closing a stake of 69 shares — an estimated $2K sold.

WFG Advisors first reported a position in LZB in Q4 2013 and held it in 10 quarters. The position peaked at $2K in Q4 2016. 197 funds tracked by Wall St. Rank hold LZB as of Q1 2017.

WFG Advisors reported no remaining La-Z-Boy position as of Q1 2017 after selling out during the quarter.
WFG Advisors sold 69 La-Z-Boy shares in Q1 2017, an estimated $2K.
WFG Advisors first reported a position in La-Z-Boy in Q4 2013 and held it in 10 quarters.
WFG Advisors's La-Z-Boy position peaked at $2K in Q4 2016.
197 funds tracked by Wall St. Rank held La-Z-Boy as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.