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Hoxton Financial’s Lloyds Banking Group LYG Stock Holding History

Hoxton Financial’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
2014
Q1 		– Sell
-10,637
Closed -$57K – 502
2013
Q4 		$57K Buy
10,637
+3,831
+56% +$19.2K 0.02% 208
2013
Q3 		$33K Sell
6,806
-274
-4% -$1.24K 0.03% 153
2013
Q2 		$27K Buy
+7,080
New +$24.6K 0.02% 250

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
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Hoxton Financial's LYG Position: Q1 2014 in Review

Hoxton Financial sold out of Lloyds Banking Group (LYG) in Q1 2014, closing a stake of 10,637 shares — an estimated $57K sold.

Hoxton Financial first reported a position in LYG in Q2 2013 and held it in 3 quarters. The position peaked at $57K in Q4 2013. 139 funds tracked by Wall St. Rank hold LYG as of Q1 2014.

  • Hoxton Financial reported no remaining Lloyds Banking Group position as of Q1 2014 after selling out during the quarter.
  • Hoxton Financial sold 10,637 Lloyds Banking Group shares in Q1 2014, an estimated $57K.
  • Hoxton Financial first reported a position in Lloyds Banking Group in Q2 2013 and held it in 3 quarters.
  • Hoxton Financial's Lloyds Banking Group position peaked at $57K in Q4 2013.
  • 139 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2014.

Based on Hoxton Financial's 13F filing for Q1 2014, filed 25 Apr 2014.