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Financial Architects (New Jersey)’s Lloyds Banking Group LYG Stock Holding History

Financial Architects (New Jersey)’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
2016
Q3 		– Sell
-165
Closed – – 1478
2016
Q2 		$0 Buy
+165
New +$646 ﹤0.01% 1465

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Bank of America
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BIM
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Northern Trust
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Financial Architects (New Jersey)'s LYG Position: Q3 2016 in Review

Financial Architects (New Jersey) sold out of Lloyds Banking Group (LYG) in Q3 2016, closing a stake of 165 shares.

Financial Architects (New Jersey) first reported a position in LYG in Q2 2016 and held it in 1 quarter. The position peaked at $0 in Q2 2016. 197 funds tracked by Wall St. Rank hold LYG as of Q3 2016.

  • Financial Architects (New Jersey) reported no remaining Lloyds Banking Group position as of Q3 2016 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 165 Lloyds Banking Group shares in Q3 2016.
  • Financial Architects (New Jersey) first reported a position in Lloyds Banking Group in Q2 2016 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Lloyds Banking Group position peaked at $0 in Q2 2016.
  • 197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2016.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2016, filed 28 Oct 2016.