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Baystate Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Baystate Wealth 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
2019
Q3 		– Sell
-753
Closed -$2K – 612
2019
Q2 		$2K Buy
+753
New +$2.33K ﹤0.01% 498

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Baystate Wealth Management's LYG Position: Q3 2019 in Review

Baystate Wealth Management sold out of Lloyds Banking Group (LYG) in Q3 2019, closing a stake of 753 shares — an estimated $2K sold.

Baystate Wealth Management first reported a position in LYG in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 296 funds tracked by Wall St. Rank hold LYG as of Q3 2019.

  • Baystate Wealth Management reported no remaining Lloyds Banking Group position as of Q3 2019 after selling out during the quarter.
  • Baystate Wealth Management sold 753 Lloyds Banking Group shares in Q3 2019, an estimated $2K.
  • Baystate Wealth Management first reported a position in Lloyds Banking Group in Q2 2019 and held it in 1 quarter.
  • Baystate Wealth Management's Lloyds Banking Group position peaked at $2K in Q2 2019.
  • 296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2019.

Based on Baystate Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.