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Hirtle Callaghan & Co’s Lloyds Banking Group LYG Stock Holding History

Hirtle Callaghan & Co’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
2015
Q1 		– Sell
-1,200
Closed -$6K – 222
2014
Q4 		$6K Buy
+1,200
New +$5.8K ﹤0.01% 456

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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 $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Hirtle Callaghan & Co's LYG Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Lloyds Banking Group (LYG) in Q1 2015, closing a stake of 1,200 shares — an estimated $6K sold.

Hirtle Callaghan & Co first reported a position in LYG in Q4 2014 and held it in 1 quarter. The position peaked at $6K in Q4 2014. 177 funds tracked by Wall St. Rank hold LYG as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining Lloyds Banking Group position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 1,200 Lloyds Banking Group shares in Q1 2015, an estimated $6K.
  • Hirtle Callaghan & Co first reported a position in Lloyds Banking Group in Q4 2014 and held it in 1 quarter.
  • Hirtle Callaghan & Co's Lloyds Banking Group position peaked at $6K in Q4 2014.
  • 177 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.