Gateway Investment Advisers’s Lloyds Banking Group LYG Stock Holding History

Gateway Investment Advisers’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
2017 Q4	–	Sell	-27,680	Closed	-$101K	–	669
2017 Q3	$101K	Hold	27,680	–	–	﹤0.01%	670
2017 Q2	$98K	Sell	27,680 -1,939	-7%	-$6.89K	﹤0.01%	657
2017 Q1	$101K	Hold	29,619	–	–	﹤0.01%	648
2016 Q4	$92K	Hold	29,619	–	–	﹤0.01%	646
2016 Q3	$85K	Hold	29,619	–	–	﹤0.01%	642
2016 Q2	$88K	Hold	29,619	–	–	﹤0.01%	650
2016 Q1	$117K	Sell	29,619 -1,224	-4%	-$4.74K	﹤0.01%	639
2015 Q4	$134K	Hold	30,843	–	–	﹤0.01%	638
2015 Q3	$142K	Hold	30,843	–	–	﹤0.01%	642
2015 Q2	$167K	Hold	30,843	–	–	﹤0.01%	644
2015 Q1	$144K	Hold	30,843	–	–	﹤0.01%	642
2014 Q4	$143K	Buy	+30,843	New	+$149K	﹤0.01%	648

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIP

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

PPA

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

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

Gateway Investment Advisers's LYG Position: Q4 2017 in Review

Gateway Investment Advisers sold out of Lloyds Banking Group (LYG) in Q4 2017, closing a stake of 27,680 shares — an estimated $101K sold.

Gateway Investment Advisers first reported a position in LYG in Q4 2014 and held it in 12 quarters. The position peaked at $167K in Q2 2015. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

Gateway Investment Advisers reported no remaining Lloyds Banking Group position as of Q4 2017 after selling out during the quarter.
Gateway Investment Advisers sold 27,680 Lloyds Banking Group shares in Q4 2017, an estimated $101K.
Gateway Investment Advisers first reported a position in Lloyds Banking Group in Q4 2014 and held it in 12 quarters.
Gateway Investment Advisers's Lloyds Banking Group position peaked at $167K in Q2 2015.
252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on Gateway Investment Advisers's 13F filing for Q4 2017, filed 17 Jan 2018.