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

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

PPA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Courier Capital's LYG Position: Q3 2017 in Review

Courier Capital sold out of Lloyds Banking Group (LYG) in Q3 2017, closing a stake of 15,889 shares — an estimated $56K sold.

Courier Capital first reported a position in LYG in Q2 2013 and held it in 17 quarters. The position peaked at $71K in Q2 2015. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

Courier Capital reported no remaining Lloyds Banking Group position as of Q3 2017 after selling out during the quarter.
Courier Capital sold 15,889 Lloyds Banking Group shares in Q3 2017, an estimated $56K.
Courier Capital first reported a position in Lloyds Banking Group in Q2 2013 and held it in 17 quarters.
Courier Capital's Lloyds Banking Group position peaked at $71K in Q2 2015.
203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Courier Capital's 13F filing for Q3 2017, filed 3 Nov 2017.