CCM
LYG icon

Coe Capital Management’s Lloyds Banking Group LYG Stock Holding History

Coe Capital Management’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
2015
Q3 		– Sell
-13,720
Closed -$74K – 230
2015
Q2 		$74K Buy
+13,720
New +$71.5K 0.03% 224

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Coe Capital Management's LYG Position: Q3 2015 in Review

Coe Capital Management sold out of Lloyds Banking Group (LYG) in Q3 2015, closing a stake of 13,720 shares — an estimated $74K sold.

Coe Capital Management first reported a position in LYG in Q2 2015 and held it in 1 quarter. The position peaked at $74K in Q2 2015. 186 funds tracked by Wall St. Rank hold LYG as of Q3 2015.

  • Coe Capital Management reported no remaining Lloyds Banking Group position as of Q3 2015 after selling out during the quarter.
  • Coe Capital Management sold 13,720 Lloyds Banking Group shares in Q3 2015, an estimated $74K.
  • Coe Capital Management first reported a position in Lloyds Banking Group in Q2 2015 and held it in 1 quarter.
  • Coe Capital Management's Lloyds Banking Group position peaked at $74K in Q2 2015.
  • 186 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2015.

Based on Coe Capital Management's 13F filing for Q3 2015, filed 12 Nov 2015.