CWA
LYG icon

Cypress Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Cypress Wealth Advisors’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
2019
Q1 		$68K Hold
21,147
– – 0.08% 76
2018
Q4 		$54K Buy
+21,147
New +$60.1K 0.07% 73
2016
Q3 		– Sell
-12,660
Closed -$38K – 210
2016
Q2 		$38K Hold
12,660
– – 0.02% 189
2016
Q1 		$50K Buy
+12,660
New +$49K 0.02% 199

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
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
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Verition Fund Management
Verition Fund Management Greenwich, Connecticut $15.4B AUM 30.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $7.21B AUM 20.54% 1-Year Est. Return

Cypress Wealth Advisors's LYG Position: Q1 2019 in Review

Cypress Wealth Advisors held its Lloyds Banking Group (LYG) position steady in Q1 2019 at 21,147 shares worth $68K. The position accounts for 0.08% of the portfolio, ranked #76.

Cypress Wealth Advisors first reported a position in LYG in Q1 2016 and has held it in 4 quarters since. 291 funds tracked by Wall St. Rank hold LYG as of Q1 2019.

  • Cypress Wealth Advisors held 21,147 shares of Lloyds Banking Group worth $68K as of Q1 2019.
  • Cypress Wealth Advisors left its Lloyds Banking Group share count unchanged in Q1 2019.
  • Lloyds Banking Group made up 0.08% of Cypress Wealth Advisors's portfolio in Q1 2019, its #76 holding.
  • Cypress Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2016 and has held it in 4 quarters since.
  • 291 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.