AIM
LYG icon

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

Allen 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
Q1 		– Sell
-143,387
Closed -$444K – 221
2016
Q4 		$444K Buy
143,387
+47,622
+50% +$139K 0.03% 155
2016
Q3 		$275K Hold
95,765
– – 0.02% 189
2016
Q2 		$284K Buy
+95,765
New +$375K 0.02% 184

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Allen Investment Management's LYG Position: Q1 2017 in Review

Allen Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2017, closing a stake of 143,387 shares — an estimated $444K sold.

Allen Investment Management first reported a position in LYG in Q2 2016 and held it in 3 quarters. The position peaked at $444K in Q4 2016. 202 funds tracked by Wall St. Rank hold LYG as of Q1 2017.

  • Allen Investment Management reported no remaining Lloyds Banking Group position as of Q1 2017 after selling out during the quarter.
  • Allen Investment Management sold 143,387 Lloyds Banking Group shares in Q1 2017, an estimated $444K.
  • Allen Investment Management first reported a position in Lloyds Banking Group in Q2 2016 and held it in 3 quarters.
  • Allen Investment Management's Lloyds Banking Group position peaked at $444K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2017.

Based on Allen Investment Management's 13F filing for Q1 2017, filed 15 May 2017.