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Concert Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Concert Wealth 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
2016
Q4 		– Sell
-20,980
Closed -$60K – 755
2016
Q3 		$60K Hold
20,980
– – 0.01% 800
2016
Q2 		$62K Buy
+20,980
New +$82.1K 0.01% 658

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Concert Wealth Management's LYG Position: Q4 2016 in Review

Concert Wealth Management sold out of Lloyds Banking Group (LYG) in Q4 2016, closing a stake of 20,980 shares — an estimated $60K sold.

Concert Wealth Management first reported a position in LYG in Q2 2016 and held it in 2 quarters. The position peaked at $62K in Q2 2016. 201 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

  • Concert Wealth Management reported no remaining Lloyds Banking Group position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 20,980 Lloyds Banking Group shares in Q4 2016, an estimated $60K.
  • Concert Wealth Management first reported a position in Lloyds Banking Group in Q2 2016 and held it in 2 quarters.
  • Concert Wealth Management's Lloyds Banking Group position peaked at $62K in Q2 2016.
  • 201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.