First Personal Financial Services’s Lloyds Banking Group LYG Stock Holding History

First Personal Financial 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
2019 Q3	–	Sell	-6,729	Closed	-$19K	–	671
2019 Q2	$19K	Hold	6,729	–	–	0.01%	414
2019 Q1	$22K	Hold	6,729	–	–	0.01%	387
2018 Q4	$17K	Buy	6,729 +954	+17%	+$2.71K	0.01%	396
2018 Q3	$18K	Sell	5,775 -3,875	-40%	-$12.4K	0.01%	423
2018 Q2	$32K	Hold	9,650	–	–	0.01%	337
2018 Q1	$36K	Buy	9,650 +4,792	+99%	+$18.6K	0.01%	505
2017 Q4	$18K	Buy	+4,858	New	+$17.5K	﹤0.01%	665

Other funds holding LYG

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

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

MIP

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

First Personal Financial Services's LYG Position: Q3 2019 in Review

First Personal Financial Services sold out of Lloyds Banking Group (LYG) in Q3 2019, closing a stake of 6,729 shares — an estimated $19K sold.

First Personal Financial Services first reported a position in LYG in Q4 2017 and held it in 7 quarters. The position peaked at $36K in Q1 2018. 296 funds tracked by Wall St. Rank hold LYG as of Q3 2019.

First Personal Financial Services reported no remaining Lloyds Banking Group position as of Q3 2019 after selling out during the quarter.
First Personal Financial Services sold 6,729 Lloyds Banking Group shares in Q3 2019, an estimated $19K.
First Personal Financial Services first reported a position in Lloyds Banking Group in Q4 2017 and held it in 7 quarters.
First Personal Financial Services's Lloyds Banking Group position peaked at $36K in Q1 2018.
296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2019.

Based on First Personal Financial Services's 13F filing for Q3 2019, filed 15 Oct 2019.