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First National Trust’s Lloyds Banking Group LYG Stock Holding History

First National 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
2014
Q3 		– Sell
-11,505
Closed -$59K – 251
2014
Q2 		$59K Buy
+11,505
New +$59.7K 0.01% 243

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
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

First National Trust's LYG Position: Q3 2014 in Review

First National Trust sold out of Lloyds Banking Group (LYG) in Q3 2014, closing a stake of 11,505 shares — an estimated $59K sold.

First National Trust first reported a position in LYG in Q2 2014 and held it in 1 quarter. The position peaked at $59K in Q2 2014. 158 funds tracked by Wall St. Rank hold LYG as of Q3 2014.

  • First National Trust reported no remaining Lloyds Banking Group position as of Q3 2014 after selling out during the quarter.
  • First National Trust sold 11,505 Lloyds Banking Group shares in Q3 2014, an estimated $59K.
  • First National Trust first reported a position in Lloyds Banking Group in Q2 2014 and held it in 1 quarter.
  • First National Trust's Lloyds Banking Group position peaked at $59K in Q2 2014.
  • 158 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2014.

Based on First National Trust's 13F filing for Q3 2014, filed 6 Nov 2014.