ACS
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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
Q4 		– Hold
0
– – – 519
2018
Q3 		– Sell
-711
Closed -$2.28K – 618
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 – 442
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% 686
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

Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return