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Crestone Asset Management’s Lloyds Banking Group LYG Stock Holding History

Crestone Asset 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
2017
Q3 		– Sell
-17,281
Closed -$61K – 48
2017
Q2 		$61K Buy
+17,281
New +$61.4K 0.03% 46

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Invesco
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
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Crestone Asset Management's LYG Position: Q3 2017 in Review

Crestone Asset Management sold out of Lloyds Banking Group (LYG) in Q3 2017, closing a stake of 17,281 shares — an estimated $61K sold.

Crestone Asset Management first reported a position in LYG in Q2 2017 and held it in 1 quarter. The position peaked at $61K in Q2 2017. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

  • Crestone Asset Management reported no remaining Lloyds Banking Group position as of Q3 2017 after selling out during the quarter.
  • Crestone Asset Management sold 17,281 Lloyds Banking Group shares in Q3 2017, an estimated $61K.
  • Crestone Asset Management first reported a position in Lloyds Banking Group in Q2 2017 and held it in 1 quarter.
  • Crestone Asset Management's Lloyds Banking Group position peaked at $61K in Q2 2017.
  • 203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Crestone Asset Management's 13F filing for Q3 2017, filed 12 Mar 2021.