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Gofen & Glossberg’s Lloyds Banking Group LYG Stock Holding History

Gofen & Glossberg’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
2016
Q4 		– Sell
-19,800
Closed -$57K – 463
2016
Q3 		$57K Sell
19,800
-283
-1% -$841 ﹤0.01% 438
2016
Q2 		$60K Buy
+20,083
New +$78.6K ﹤0.01% 437

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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

Gofen & Glossberg's LYG Position: Q4 2016 in Review

Gofen & Glossberg sold out of Lloyds Banking Group (LYG) in Q4 2016, closing a stake of 19,800 shares — an estimated $57K sold.

Gofen & Glossberg first reported a position in LYG in Q2 2016 and held it in 2 quarters. The position peaked at $60K in Q2 2016. 201 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

  • Gofen & Glossberg reported no remaining Lloyds Banking Group position as of Q4 2016 after selling out during the quarter.
  • Gofen & Glossberg sold 19,800 Lloyds Banking Group shares in Q4 2016, an estimated $57K.
  • Gofen & Glossberg first reported a position in Lloyds Banking Group in Q2 2016 and held it in 2 quarters.
  • Gofen & Glossberg's Lloyds Banking Group position peaked at $60K in Q2 2016.
  • 201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on Gofen & Glossberg's 13F filing for Q4 2016, filed 18 Jan 2017.