FSA
LYG icon

Franklin Street Advisors’s Lloyds Banking Group LYG Stock Holding History

Franklin Street 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
2015
Q2 		– Sell
-12,000
Closed -$56K – 232
2015
Q1 		$56K Sell
12,000
-1,774
-13% -$8.27K 0.01% 208
2014
Q4 		$64K Sell
13,774
-1,090
-7% -$5.27K 0.01% 200
2014
Q3 		$74K Hold
14,864
– – 0.01% 222
2014
Q2 		$77K Sell
14,864
-617
-4% -$3.2K 0.01% 220
2014
Q1 		$79K Hold
15,481
– – 0.02% 217
2013
Q4 		$83K Buy
15,481
+1,090
+8% +$5.47K 0.02% 222
2013
Q3 		$70K Buy
14,391
+2,391
+20% +$10.8K 0.02% 225
2013
Q2 		$46K Buy
+12,000
New +$41.7K 0.01% 236

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Dimensional Fund Advisors
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Invesco
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Wells Fargo
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PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return