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Elite Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Elite Wealth 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
Q1 		– Sell
-675
Closed -$4K – 535
2013
Q4 		$4K Buy
+675
New +$3.39K ﹤0.01% 523

Other funds holding LYG

Fisher Asset Management
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Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Elite Wealth Management's LYG Position: Q1 2014 in Review

Elite Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2014, closing a stake of 675 shares — an estimated $4K sold.

Elite Wealth Management first reported a position in LYG in Q4 2013 and held it in 1 quarter. The position peaked at $4K in Q4 2013. 139 funds tracked by Wall St. Rank hold LYG as of Q1 2014.

  • Elite Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 675 Lloyds Banking Group shares in Q1 2014, an estimated $4K.
  • Elite Wealth Management first reported a position in Lloyds Banking Group in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Lloyds Banking Group position peaked at $4K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.