Bridgeworth’s Lloyds Banking Group LYG Stock Holding History

Bridgeworth’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 Q3	–	Sell	-1,233	Closed	-$4K	–	369
2018 Q2	$4K	Buy	+1,233	New	+$4.38K	﹤0.01%	525

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bridgeworth's LYG Position: Q3 2018 in Review

Bridgeworth sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 1,233 shares — an estimated $4K sold.

Bridgeworth first reported a position in LYG in Q2 2018 and held it in 1 quarter. The position peaked at $4K in Q2 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

Bridgeworth reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 1,233 Lloyds Banking Group shares in Q3 2018, an estimated $4K.
Bridgeworth first reported a position in Lloyds Banking Group in Q2 2018 and held it in 1 quarter.
Bridgeworth's Lloyds Banking Group position peaked at $4K in Q2 2018.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.