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Aris Wealth Services’s Lloyds Banking Group LYG Stock Holding History

Aris Wealth 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 		$2K Sell
343
-3,142
-90% -$15.7K ﹤0.01% 326
2015
Q2 		$19K Buy
3,485
+3,142
+916% +$16.4K 0.02% 322
2015
Q1 		$2K Buy
+343
New +$1.6K ﹤0.01% 477

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Aris Wealth Services's LYG Position: Q3 2015 in Review

Aris Wealth Services reduced its Lloyds Banking Group (LYG) stake by 90% in Q3 2015, selling an estimated $15.7K and leaving 343 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Aris Wealth Services first reported a position in LYG in Q1 2015 and has held it in 3 quarters since. The position peaked at $19K in Q2 2015. 185 funds tracked by Wall St. Rank hold LYG as of Q3 2015.

  • Aris Wealth Services held 343 shares of Lloyds Banking Group worth $2K as of Q3 2015.
  • Aris Wealth Services sold 3,142 Lloyds Banking Group shares in Q3 2015, an estimated $15.7K.
  • Lloyds Banking Group made up ﹤0.01% of Aris Wealth Services's portfolio in Q3 2015, its #326 holding.
  • Aris Wealth Services first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 3 quarters since.
  • Aris Wealth Services's Lloyds Banking Group position peaked at $19K in Q2 2015.
  • 185 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.