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Calton & Associates’s Lloyds Banking Group LYG Stock Holding History

Calton & Associates’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
Q1 		– Sell
-17,290
Closed -$71K – 892
2017
Q4 		$71K Buy
+17,290
New +$62.3K 0.02% 568

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Calton & Associates's LYG Position: Q1 2018 in Review

Calton & Associates sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 17,290 shares — an estimated $71K sold.

Calton & Associates first reported a position in LYG in Q4 2017 and held it in 1 quarter. The position peaked at $71K in Q4 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

  • Calton & Associates reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 17,290 Lloyds Banking Group shares in Q1 2018, an estimated $71K.
  • Calton & Associates first reported a position in Lloyds Banking Group in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Lloyds Banking Group position peaked at $71K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.