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Donaldson Capital Management’s Lloyds Banking Group LYG Stock Holding History

Donaldson Capital 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
2014
Q4 		– Sell
-15,437
Closed -$78K – 155
2014
Q3 		$78K Buy
+15,437
New +$77.7K 0.01% 139

Other funds holding LYG

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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Donaldson Capital Management's LYG Position: Q4 2014 in Review

Donaldson Capital Management sold out of Lloyds Banking Group (LYG) in Q4 2014, closing a stake of 15,437 shares — an estimated $78K sold.

Donaldson Capital Management first reported a position in LYG in Q3 2014 and held it in 1 quarter. The position peaked at $78K in Q3 2014. 170 funds tracked by Wall St. Rank hold LYG as of Q4 2014.

  • Donaldson Capital Management reported no remaining Lloyds Banking Group position as of Q4 2014 after selling out during the quarter.
  • Donaldson Capital Management sold 15,437 Lloyds Banking Group shares in Q4 2014, an estimated $78K.
  • Donaldson Capital Management first reported a position in Lloyds Banking Group in Q3 2014 and held it in 1 quarter.
  • Donaldson Capital Management's Lloyds Banking Group position peaked at $78K in Q3 2014.
  • 170 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2014.

Based on Donaldson Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.