Forvis Mazars Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Forvis Mazars Wealth 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
2018 Q3	–	Sell	-11,077	Closed	-$37K	–	237
2018 Q2	$37K	Sell	11,077 -159	-1%	-$565	﹤0.01%	232
2018 Q1	$42K	Buy	11,236 +159	+1%	+$616	﹤0.01%	232
2017 Q4	$42K	Hold	11,077	–	–	﹤0.01%	241
2017 Q3	$41K	Buy	11,077 +1,060	+11%	+$3.69K	﹤0.01%	222
2017 Q2	$35K	Buy	+10,017	New	+$35.6K	﹤0.01%	222
2016 Q2	–	Sell	-12,430	Closed	-$49K	–	191
2016 Q1	$49K	Buy	+12,430	New	+$48.1K	0.01%	189

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Forvis Mazars Wealth Advisors's LYG Position: Q3 2018 in Review

Forvis Mazars Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 11,077 shares — an estimated $37K sold.

Forvis Mazars Wealth Advisors first reported a position in LYG in Q1 2016 and held it in 6 quarters. The position peaked at $49K in Q1 2016. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

Forvis Mazars Wealth Advisors reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 11,077 Lloyds Banking Group shares in Q3 2018, an estimated $37K.
Forvis Mazars Wealth Advisors first reported a position in Lloyds Banking Group in Q1 2016 and held it in 6 quarters.
Forvis Mazars Wealth Advisors's Lloyds Banking Group position peaked at $49K in Q1 2016.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2018, filed 9 Oct 2018.