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Acrospire Investment Management’s Lloyds Banking Group LYG Stock Holding History

Acrospire Investment Management’s Portfolio LYG Stock Details LYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-8,425
Closed -$30K – 824
2017
Q2 		$30K Buy
8,425
+1,225
+17% +$4.35K 0.03% 1285
2017
Q1 		$24K Buy
7,200
+6,200
+620% +$20.9K 0.02% 1522
2016
Q4 		$3K Sell
1,000
-500
-33% -$1.46K ﹤0.01% 2100
2016
Q3 		$4K Buy
1,500
+500
+50% +$1.49K ﹤0.01% 1856
2016
Q2 		$3K Sell
1,000
-19,200
-95% -$75.2K ﹤0.01% 1910
2016
Q1 		$80K Buy
+20,200
New +$78.2K 0.06% 502

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Acrospire Investment Management's LYG Position: Q3 2017 in Review

Acrospire Investment Management sold out of Lloyds Banking Group (LYG) in Q3 2017, closing a stake of 8,425 shares — an estimated $30K sold.

Acrospire Investment Management first reported a position in LYG in Q1 2016 and held it in 6 quarters. The position peaked at $80K in Q1 2016. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

  • Acrospire Investment Management reported no remaining Lloyds Banking Group position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 8,425 Lloyds Banking Group shares in Q3 2017, an estimated $30K.
  • Acrospire Investment Management first reported a position in Lloyds Banking Group in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Lloyds Banking Group position peaked at $80K in Q1 2016.
  • 203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.