First Allied Advisory Services’s Lloyds Banking Group LYG Stock Holding History

First Allied Advisory Services’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
2020 Q3	$19K	Buy	14,639 +208	+1%	+$292	﹤0.01%	1175
2020 Q2	$22K	Sell	14,431 -6,377	-31%	-$9.56K	﹤0.01%	1100
2020 Q1	$31K	Buy	20,808 +4,338	+26%	+$11.2K	﹤0.01%	1048
2019 Q4	$54K	Sell	16,470 -2,374	-13%	-$7.18K	﹤0.01%	1193
2019 Q3	$50K	Sell	18,844 -4,859	-20%	-$12.6K	﹤0.01%	1358
2019 Q2	$67K	Sell	23,703 -1,514	-6%	-$4.68K	﹤0.01%	1173
2019 Q1	$82K	Sell	25,217 -154	-0.6%	-$471	﹤0.01%	1122
2018 Q4	$63K	Buy	25,371 +1,240	+5%	+$3.52K	﹤0.01%	1043
2018 Q3	$73K	Sell	24,131 -360	-1%	-$1.15K	﹤0.01%	1156
2018 Q2	$81K	Sell	24,491 -405	-2%	-$1.44K	﹤0.01%	1121
2018 Q1	$89K	Buy	24,896 +2,314	+10%	+$8.96K	﹤0.01%	1134
2017 Q4	$86K	Buy	22,582 +2,646	+13%	+$9.54K	﹤0.01%	1226
2017 Q3	$72K	Buy	19,936 +1,053	+6%	+$3.67K	﹤0.01%	1092
2017 Q2	$67K	Buy	18,883 +2,524	+15%	+$8.97K	﹤0.01%	1115
2017 Q1	$56K	Buy	16,359 +2,571	+19%	+$8.67K	﹤0.01%	1080
2016 Q4	$43K	Buy	+13,788	New	+$40.3K	﹤0.01%	1087
2016 Q1	–	Sell	-17,731	Closed	-$80K	–	1076
2015 Q4	$80K	Buy	17,731 +793	+5%	+$3.6K	﹤0.01%	1063
2015 Q3	$79K	Buy	16,938 +5,462	+48%	+$27.3K	﹤0.01%	1012
2015 Q2	$61K	Buy	11,476 +1,244	+12%	+$6.48K	﹤0.01%	1112
2015 Q1	$47K	Buy	+10,232	New	+$47.7K	﹤0.01%	1052

Other funds holding LYG

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

First Allied Advisory Services's LYG Position: Q3 2020 in Review

First Allied Advisory Services increased its Lloyds Banking Group (LYG) stake by 1.4% in Q3 2020, buying an estimated $292 and bringing the position to 14,639 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #1175.

First Allied Advisory Services first reported a position in LYG in Q1 2015 and has held it in 20 quarters since. The position peaked at $89K in Q1 2018. 210 funds tracked by Wall St. Rank hold LYG as of Q3 2020.

First Allied Advisory Services held 14,639 shares of Lloyds Banking Group worth $19K as of Q3 2020.
First Allied Advisory Services bought 208 Lloyds Banking Group shares in Q3 2020, an estimated $292.
Lloyds Banking Group made up ﹤0.01% of First Allied Advisory Services's portfolio in Q3 2020, its #1175 holding.
First Allied Advisory Services first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 20 quarters since.
First Allied Advisory Services's Lloyds Banking Group position peaked at $89K in Q1 2018.
210 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.