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FirstMerit Bank N.A. Trustee’s Lloyds Banking Group LYG Stock Holding History

FirstMerit Bank N.A. Trustee’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
2015
Q2 		– Sell
-10,399
Closed -$49K – 313
2015
Q1 		$49K Buy
+10,399
New +$48.4K ﹤0.01% 308

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

FirstMerit Bank N.A. Trustee's LYG Position: Q2 2015 in Review

FirstMerit Bank N.A. Trustee sold out of Lloyds Banking Group (LYG) in Q2 2015, closing a stake of 10,399 shares — an estimated $49K sold.

FirstMerit Bank N.A. Trustee first reported a position in LYG in Q1 2015 and held it in 1 quarter. The position peaked at $49K in Q1 2015. 177 funds tracked by Wall St. Rank hold LYG as of Q2 2015.

  • FirstMerit Bank N.A. Trustee reported no remaining Lloyds Banking Group position as of Q2 2015 after selling out during the quarter.
  • FirstMerit Bank N.A. Trustee sold 10,399 Lloyds Banking Group shares in Q2 2015, an estimated $49K.
  • FirstMerit Bank N.A. Trustee first reported a position in Lloyds Banking Group in Q1 2015 and held it in 1 quarter.
  • FirstMerit Bank N.A. Trustee's Lloyds Banking Group position peaked at $49K in Q1 2015.
  • 177 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2015.

Based on FirstMerit Bank N.A. Trustee's 13F filing for Q2 2015, filed 24 Aug 2015.