EWM
LYG icon

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

Executive 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
2019
Q1 		– Sell
-2,268
Closed -$6K – 887
2018
Q4 		$6K Buy
+2,268
New +$6.45K ﹤0.01% 642

Other funds holding LYG

CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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 $19.7B AUM 39.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
DS
DRW Securities Chicago, Illinois $4.11B AUM 21.98% 1-Year Est. Return

Executive Wealth Management's LYG Position: Q1 2019 in Review

Executive Wealth Management sold out of Lloyds Banking Group (LYG) in Q1 2019, closing a stake of 2,268 shares — an estimated $6K sold.

Executive Wealth Management first reported a position in LYG in Q4 2018 and held it in 1 quarter. The position peaked at $6K in Q4 2018. 291 funds tracked by Wall St. Rank hold LYG as of Q1 2019.

  • Executive Wealth Management reported no remaining Lloyds Banking Group position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,268 Lloyds Banking Group shares in Q1 2019, an estimated $6K.
  • Executive Wealth Management first reported a position in Lloyds Banking Group in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Lloyds Banking Group position peaked at $6K in Q4 2018.
  • 291 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.