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Analyst IMS Investment Management Services’s Lloyds Banking Group LYG Stock Holding History

Analyst IMS Investment Management Services’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
2015
Q3 		– Sell
-19,973
Closed -$108K – 99
2015
Q2 		$108K Buy
19,973
+5,000
+33% +$26K 0.04% 95
2015
Q1 		$70K Buy
14,973
+2,200
+17% +$10.3K 0.03% 100
2014
Q4 		$59K Buy
+12,773
New +$61.7K 0.02% 96

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Analyst IMS Investment Management Services's LYG Position: Q3 2015 in Review

Analyst IMS Investment Management Services sold out of Lloyds Banking Group (LYG) in Q3 2015, closing a stake of 19,973 shares — an estimated $108K sold.

Analyst IMS Investment Management Services first reported a position in LYG in Q4 2014 and held it in 3 quarters. The position peaked at $108K in Q2 2015. 186 funds tracked by Wall St. Rank hold LYG as of Q3 2015.

  • Analyst IMS Investment Management Services reported no remaining Lloyds Banking Group position as of Q3 2015 after selling out during the quarter.
  • Analyst IMS Investment Management Services sold 19,973 Lloyds Banking Group shares in Q3 2015, an estimated $108K.
  • Analyst IMS Investment Management Services first reported a position in Lloyds Banking Group in Q4 2014 and held it in 3 quarters.
  • Analyst IMS Investment Management Services's Lloyds Banking Group position peaked at $108K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2015.

Based on Analyst IMS Investment Management Services's 13F filing for Q3 2015, filed 12 Nov 2015.