FLC Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

FLC Capital Advisors’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 Q1	–	Sell	-10,000	Closed	-$33K	–	133
2019 Q4	$33K	Hold	10,000	–	–	0.01%	125
2019 Q3	$26K	Hold	10,000	–	–	0.01%	129
2019 Q2	$29K	Buy	+10,000	New	+$30.9K	0.01%	129

Other funds holding LYG

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

MIP

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

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

SCCM

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

MIS

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

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

FLC Capital Advisors's LYG Position: Q1 2020 in Review

FLC Capital Advisors sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 10,000 shares — an estimated $33K sold.

FLC Capital Advisors first reported a position in LYG in Q2 2019 and held it in 3 quarters. The position peaked at $33K in Q4 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

FLC Capital Advisors reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
FLC Capital Advisors sold 10,000 Lloyds Banking Group shares in Q1 2020, an estimated $33K.
FLC Capital Advisors first reported a position in Lloyds Banking Group in Q2 2019 and held it in 3 quarters.
FLC Capital Advisors's Lloyds Banking Group position peaked at $33K in Q4 2019.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on FLC Capital Advisors's 13F filing for Q1 2020, filed 9 Apr 2020.