Cobiz Wealth’s Lloyds Banking Group LYG Stock Holding History

Cobiz Wealth’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
2013 Q3	–	Sell	-43	Closed	–	–	261
2013 Q2	$0	Buy	+43	New	+$150	﹤0.01%	414

Other funds holding LYG

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

Franklin Resources San Mateo, California $462B AUM 39.16% 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

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Cobiz Wealth's LYG Position: Q3 2013 in Review

Cobiz Wealth sold out of Lloyds Banking Group (LYG) in Q3 2013, closing a stake of 43 shares.

Cobiz Wealth first reported a position in LYG in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 123 funds tracked by Wall St. Rank hold LYG as of Q3 2013.

Cobiz Wealth reported no remaining Lloyds Banking Group position as of Q3 2013 after selling out during the quarter.
Cobiz Wealth sold 43 Lloyds Banking Group shares in Q3 2013.
Cobiz Wealth first reported a position in Lloyds Banking Group in Q2 2013 and held it in 1 quarter.
Cobiz Wealth's Lloyds Banking Group position peaked at $0 in Q2 2013.
123 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.