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Burt Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Burt Wealth Advisors’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
2020
Q4 		– Sell
-88
Closed – – 408
2020
Q3 		$0 Buy
+88
New +$123 ﹤0.01% 423
2016
Q2 		– Sell
-134
Closed -$1K – 502
2016
Q1 		$1K Buy
+134
New +$519 ﹤0.01% 525

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Burt Wealth Advisors's LYG Position: Q4 2020 in Review

Burt Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q4 2020, closing a stake of 88 shares.

Burt Wealth Advisors first reported a position in LYG in Q1 2016 and held it in 2 quarters. The position peaked at $1K in Q1 2016. 230 funds tracked by Wall St. Rank hold LYG as of Q4 2020.

  • Burt Wealth Advisors reported no remaining Lloyds Banking Group position as of Q4 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 88 Lloyds Banking Group shares in Q4 2020.
  • Burt Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2016 and held it in 2 quarters.
  • Burt Wealth Advisors's Lloyds Banking Group position peaked at $1K in Q1 2016.
  • 230 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2020.

Based on Burt Wealth Advisors's 13F filing for Q4 2020, filed 11 Feb 2021.