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Indiana Trust & Investment Management’s Lloyds Banking Group LYG Stock Holding History

Indiana Trust & Investment 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
2013
Q3 		– Sell
-10,000
Closed -$38K – 314
2013
Q2 		$38K Buy
+10,000
New +$34.8K 0.03% 108

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IG
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Indiana Trust & Investment Management's LYG Position: Q3 2013 in Review

Indiana Trust & Investment Management sold out of Lloyds Banking Group (LYG) in Q3 2013, closing a stake of 10,000 shares — an estimated $38K sold.

Indiana Trust & Investment Management first reported a position in LYG in Q2 2013 and held it in 1 quarter. The position peaked at $38K in Q2 2013. 123 funds tracked by Wall St. Rank hold LYG as of Q3 2013.

  • Indiana Trust & Investment Management reported no remaining Lloyds Banking Group position as of Q3 2013 after selling out during the quarter.
  • Indiana Trust & Investment Management sold 10,000 Lloyds Banking Group shares in Q3 2013, an estimated $38K.
  • Indiana Trust & Investment Management first reported a position in Lloyds Banking Group in Q2 2013 and held it in 1 quarter.
  • Indiana Trust & Investment Management's Lloyds Banking Group position peaked at $38K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2013.

Based on Indiana Trust & Investment Management's 13F filing for Q3 2013, filed 9 Oct 2013.