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Gary Goldberg Planning Services’s Lloyds Banking Group LYG Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$13K Hold
2,844
– – 0.01% 335
2014
Q3 		$14K Hold
2,844
– – 0.01% 342
2014
Q2 		$15K Buy
+2,844
New +$14.8K 0.01% 316

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Gary Goldberg Planning Services's LYG Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Lloyds Banking Group (LYG) position steady in Q4 2014 at 2,844 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #335.

Gary Goldberg Planning Services first reported a position in LYG in Q2 2014 and has held it in 3 quarters since. The position peaked at $15K in Q2 2014. 169 funds tracked by Wall St. Rank hold LYG as of Q4 2014.

  • Gary Goldberg Planning Services held 2,844 shares of Lloyds Banking Group worth $13K as of Q4 2014.
  • Gary Goldberg Planning Services left its Lloyds Banking Group share count unchanged in Q4 2014.
  • Lloyds Banking Group made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #335 holding.
  • Gary Goldberg Planning Services first reported a position in Lloyds Banking Group in Q2 2014 and has held it in 3 quarters since.
  • Gary Goldberg Planning Services's Lloyds Banking Group position peaked at $15K in Q2 2014.
  • 169 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.