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Global Financial Private Capital’s Lloyds Banking Group LYG Stock Holding History

Global Financial Private Capital’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
Q2 		– Sell
-27,583
Closed -$103K – 565
2018
Q1 		$103K Buy
27,583
+3,082
+13% +$11.9K ﹤0.01% 508
2017
Q4 		$92K Hold
24,501
– – ﹤0.01% 496
2017
Q3 		$90K Buy
+24,501
New +$85.4K ﹤0.01% 464

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

Global Financial Private Capital's LYG Position: Q2 2018 in Review

Global Financial Private Capital sold out of Lloyds Banking Group (LYG) in Q2 2018, closing a stake of 27,583 shares — an estimated $103K sold.

Global Financial Private Capital first reported a position in LYG in Q3 2017 and held it in 3 quarters. The position peaked at $103K in Q1 2018. 268 funds tracked by Wall St. Rank hold LYG as of Q2 2018.

  • Global Financial Private Capital reported no remaining Lloyds Banking Group position as of Q2 2018 after selling out during the quarter.
  • Global Financial Private Capital sold 27,583 Lloyds Banking Group shares in Q2 2018, an estimated $103K.
  • Global Financial Private Capital first reported a position in Lloyds Banking Group in Q3 2017 and held it in 3 quarters.
  • Global Financial Private Capital's Lloyds Banking Group position peaked at $103K in Q1 2018.
  • 268 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2018.

Based on Global Financial Private Capital's 13F filing for Q2 2018, filed 3 Aug 2018.