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BB&T Investment Services’s Lloyds Banking Group LYG Stock Holding History

BB&T Investment 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
2017
Q4 		$77K Buy
20,598
+18,377
+827% +$66.3K 0.01% 472
2017
Q3 		$9K Buy
2,221
+406
+22% +$1.42K ﹤0.01% 859
2017
Q2 		$7K Sell
1,815
-27
-1% -$96 ﹤0.01% 848
2017
Q1 		$6K Buy
+1,842
New +$6.21K ﹤0.01% 797

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BB&T Investment Services's LYG Position: Q4 2017 in Review

BB&T Investment Services increased its Lloyds Banking Group (LYG) stake by 827% in Q4 2017, buying an estimated $66.3K and bringing the position to 20,598 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #472.

BB&T Investment Services first reported a position in LYG in Q1 2017 and has held it in 4 quarters since. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

  • BB&T Investment Services held 20,598 shares of Lloyds Banking Group worth $77K as of Q4 2017.
  • BB&T Investment Services bought 18,377 Lloyds Banking Group shares in Q4 2017, an estimated $66.3K.
  • Lloyds Banking Group made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #472 holding.
  • BB&T Investment Services first reported a position in Lloyds Banking Group in Q1 2017 and has held it in 4 quarters since.
  • 252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.