Courier Capital’s Lloyds Banking Group LYG Stock Holding History

Courier Capital’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
2017 Q3	–	Sell	-15,889	Closed	-$56K	–	294
2017 Q2	$56K	Hold	15,889	–	–	0.01%	274
2017 Q1	$54K	Buy	15,889 +2,278	+17%	+$7.68K	0.01%	267
2016 Q4	$42K	Hold	13,611	–	–	0.01%	256
2016 Q3	$39K	Buy	13,611 +1,000	+8%	+$2.97K	0.01%	269
2016 Q2	$37K	Hold	12,611	–	–	0.01%	271
2016 Q1	$50K	Hold	12,611	–	–	0.01%	274
2015 Q4	$55K	Sell	12,611 -461	-4%	-$2.09K	0.01%	263
2015 Q3	$60K	Hold	13,072	–	–	0.01%	260
2015 Q2	$71K	Hold	13,072	–	–	0.01%	282
2015 Q1	$61K	Hold	13,072	–	–	0.01%	285
2014 Q4	$61K	Hold	13,072	–	–	0.01%	283
2014 Q3	$66K	Hold	13,072	–	–	0.01%	275
2014 Q2	$67K	Hold	13,072	–	–	0.01%	284
2014 Q1	$67K	Hold	13,072	–	–	0.01%	276
2013 Q4	$70K	Hold	13,072	–	–	0.01%	271
2013 Q3	$63K	Sell	13,072 -102	-0.8%	-$460	0.01%	268
2013 Q2	$51K	Buy	+13,174	New	+$45.8K	0.01%	269

Other funds holding LYG

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Boston Partners

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Macquarie Group

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Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return