Gupta Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Gupta Wealth Management’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 Q1	$2K	Sell	607 -3,519	-85%	-$13.6K	﹤0.01%	1068
2015 Q4	$18K	Buy	4,126 +607	+17%	+$2.75K	﹤0.01%	685
2015 Q3	$16K	Buy	3,519 +1,277	+57%	+$6.39K	﹤0.01%	759
2015 Q2	$12K	Sell	2,242 -3,111	-58%	-$16.2K	﹤0.01%	855
2015 Q1	$25K	Buy	+5,353	New	+$24.9K	0.01%	545

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

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

Gupta Wealth Management's LYG Position: Q1 2016 in Review

Gupta Wealth Management reduced its Lloyds Banking Group (LYG) stake by 85% in Q1 2016, selling an estimated $13.6K and leaving 607 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1068.

Gupta Wealth Management first reported a position in LYG in Q1 2015 and has held it in 5 quarters since. The position peaked at $25K in Q1 2015. 201 funds tracked by Wall St. Rank hold LYG as of Q1 2016.

Gupta Wealth Management held 607 shares of Lloyds Banking Group worth $2K as of Q1 2016.
Gupta Wealth Management sold 3,519 Lloyds Banking Group shares in Q1 2016, an estimated $13.6K.
Lloyds Banking Group made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1068 holding.
Gupta Wealth Management first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Lloyds Banking Group position peaked at $25K in Q1 2015.
201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.