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IBEX Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

IBEX Wealth Advisors’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
2017
Q1 		– Sell
-446
Closed -$1K – 249
2016
Q4 		$1K Buy
+446
New +$1.3K ﹤0.01% 446

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

IBEX Wealth Advisors's LYG Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q1 2017, closing a stake of 446 shares — an estimated $1K sold.

IBEX Wealth Advisors first reported a position in LYG in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 202 funds tracked by Wall St. Rank hold LYG as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Lloyds Banking Group position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 446 Lloyds Banking Group shares in Q1 2017, an estimated $1K.
  • IBEX Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Lloyds Banking Group position peaked at $1K in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.