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

Advantage 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
2019
Q1 		– Sell
-2,777
Closed -$7K – 973
2018
Q4 		$7K Hold
2,777
– – 0.01% 728
2018
Q3 		$8K Buy
+2,777
New +$8.9K 0.01% 759
2017
Q3 		– Sell
-500
Closed -$2K – 1079
2017
Q2 		$2K Hold
500
– – ﹤0.01% 963
2017
Q1 		$2K Buy
500
+100
+25% +$337 ﹤0.01% 903
2016
Q4 		$1K Buy
400
+200
+100% +$585 ﹤0.01% 910
2016
Q3 		$1K Buy
+200
New +$594 ﹤0.01% 877

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $19.7B AUM 39.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Advantage Investment Management's LYG Position: Q1 2019 in Review

Advantage Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2019, closing a stake of 2,777 shares — an estimated $7K sold.

Advantage Investment Management first reported a position in LYG in Q3 2016 and held it in 6 quarters. The position peaked at $8K in Q3 2018. 291 funds tracked by Wall St. Rank hold LYG as of Q1 2019.

  • Advantage Investment Management reported no remaining Lloyds Banking Group position as of Q1 2019 after selling out during the quarter.
  • Advantage Investment Management sold 2,777 Lloyds Banking Group shares in Q1 2019, an estimated $7K.
  • Advantage Investment Management first reported a position in Lloyds Banking Group in Q3 2016 and held it in 6 quarters.
  • Advantage Investment Management's Lloyds Banking Group position peaked at $8K in Q3 2018.
  • 291 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2019.

Based on Advantage Investment Management's 13F filing for Q1 2019, filed 15 May 2019.