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Aviance Capital Management’s Lloyds Banking Group LYG Stock Holding History

Aviance Capital 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
Q3 		– Sell
-54,017
Closed -$191K – 353
2017
Q2 		$191K Sell
54,017
-9,441
-15% -$33.5K 0.01% 179
2017
Q1 		$216K Sell
63,458
-3,088
-5% -$10.4K 0.01% 176
2016
Q4 		$206K Sell
66,546
-43,648
-40% -$128K 0.01% 186
2016
Q3 		$316K Buy
110,194
+23,301
+27% +$69.2K 0.01% 299
2016
Q2 		$258K Buy
+86,893
New +$340K 0.01% 295

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Aviance Capital Management's LYG Position: Q3 2017 in Review

Aviance Capital Management sold out of Lloyds Banking Group (LYG) in Q3 2017, closing a stake of 54,017 shares — an estimated $191K sold.

Aviance Capital Management first reported a position in LYG in Q2 2016 and held it in 5 quarters. The position peaked at $316K in Q3 2016. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

  • Aviance Capital Management reported no remaining Lloyds Banking Group position as of Q3 2017 after selling out during the quarter.
  • Aviance Capital Management sold 54,017 Lloyds Banking Group shares in Q3 2017, an estimated $191K.
  • Aviance Capital Management first reported a position in Lloyds Banking Group in Q2 2016 and held it in 5 quarters.
  • Aviance Capital Management's Lloyds Banking Group position peaked at $316K in Q3 2016.
  • 203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Aviance Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.