Archford Capital Strategies’s Lloyds Banking Group LYG Stock Holding History

Archford Capital Strategies’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
2018 Q3	–	Sell	-711	Closed	-$2.28K	–	614
2018 Q2	$2K	Hold	711	–	–	﹤0.01%	587
2018 Q1	$3K	Buy	+711	New	+$2.75K	﹤0.01%	466
2017 Q2	–	Sell	-337	Closed	-$1K	–	441
2017 Q1	$1K	Hold	337	–	–	﹤0.01%	654
2016 Q4	$1K	Hold	337	–	–	﹤0.01%	576
2016 Q3	$0	Sell	337 -337	-50%	-$1K	﹤0.01%	684
2016 Q2	$2K	Buy	+674	New	+$2.64K	﹤0.01%	588
2016 Q1	–	Sell	-674	Closed	-$4K	–	417
2015 Q4	$4K	Hold	674	–	–	﹤0.01%	603
2015 Q3	$4K	Buy	674 +337	+100%	+$1.69K	﹤0.01%	468
2015 Q2	$2K	Buy	+337	New	+$1.75K	﹤0.01%	497

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Archford Capital Strategies's LYG Position: Q3 2018 in Review

Archford Capital Strategies sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 711 shares — an estimated $2.28K sold.

Archford Capital Strategies first reported a position in LYG in Q2 2015 and held it in 9 quarters. The position peaked at $4K in Q4 2015. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

Archford Capital Strategies reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
Archford Capital Strategies sold 711 Lloyds Banking Group shares in Q3 2018, an estimated $2.28K.
Archford Capital Strategies first reported a position in Lloyds Banking Group in Q2 2015 and held it in 9 quarters.
Archford Capital Strategies's Lloyds Banking Group position peaked at $4K in Q4 2015.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.