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Dubuque Bank & Trust’s Lloyds Banking Group LYG Stock Holding History

Dubuque Bank & Trust’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
2013
Q4 		– Sell
-170
Closed -$1K – 434
2013
Q3 		$1K Hold
170
– – ﹤0.01% 408
2013
Q2 		$1K Buy
+170
New +$591 ﹤0.01% 382

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dubuque Bank & Trust's LYG Position: Q4 2013 in Review

Dubuque Bank & Trust sold out of Lloyds Banking Group (LYG) in Q4 2013, closing a stake of 170 shares — an estimated $1K sold.

Dubuque Bank & Trust first reported a position in LYG in Q2 2013 and held it in 2 quarters. The position peaked at $1K in Q3 2013. 141 funds tracked by Wall St. Rank hold LYG as of Q4 2013.

  • Dubuque Bank & Trust reported no remaining Lloyds Banking Group position as of Q4 2013 after selling out during the quarter.
  • Dubuque Bank & Trust sold 170 Lloyds Banking Group shares in Q4 2013, an estimated $1K.
  • Dubuque Bank & Trust first reported a position in Lloyds Banking Group in Q2 2013 and held it in 2 quarters.
  • Dubuque Bank & Trust's Lloyds Banking Group position peaked at $1K in Q3 2013.
  • 141 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2013.

Based on Dubuque Bank & Trust's 13F filing for Q4 2013, filed 7 Feb 2014.