Icon Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

Icon Wealth Partners’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
2019 Q2	–	Sell	-19,983	Closed	-$64K	–	519
2019 Q1	$64K	Buy	+19,983	New	+$61.1K	0.02%	307
2018 Q3	–	Sell	-39,491	Closed	-$132K	–	540
2018 Q2	$132K	Sell	39,491 -9,270	-19%	-$32.9K	0.06%	204
2018 Q1	$181K	Buy	48,761 +10,683	+28%	+$41.4K	0.1%	172
2017 Q4	$143K	Buy	+38,078	New	+$137K	0.07%	216

Other funds holding LYG

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Icon Wealth Partners's LYG Position: Q2 2019 in Review

Icon Wealth Partners sold out of Lloyds Banking Group (LYG) in Q2 2019, closing a stake of 19,983 shares — an estimated $64K sold.

Icon Wealth Partners first reported a position in LYG in Q4 2017 and held it in 4 quarters. The position peaked at $181K in Q1 2018. 305 funds tracked by Wall St. Rank hold LYG as of Q2 2019.

Icon Wealth Partners reported no remaining Lloyds Banking Group position as of Q2 2019 after selling out during the quarter.
Icon Wealth Partners sold 19,983 Lloyds Banking Group shares in Q2 2019, an estimated $64K.
Icon Wealth Partners first reported a position in Lloyds Banking Group in Q4 2017 and held it in 4 quarters.
Icon Wealth Partners's Lloyds Banking Group position peaked at $181K in Q1 2018.
305 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2019.

Based on Icon Wealth Partners's 13F filing for Q2 2019, filed 13 Aug 2019.