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INR Advisory Services’s Lloyds Banking Group LYG Stock Holding History

INR Advisory Services’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
2018
Q3 		– Sell
-789
Closed -$3K – 72
2018
Q2 		$3K Buy
+789
New +$2.8K ﹤0.01% 64

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CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 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
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
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 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 $617B AUM 30.33% 1-Year Est. Return

INR Advisory Services's LYG Position: Q3 2018 in Review

INR Advisory Services sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 789 shares — an estimated $3K sold.

INR Advisory Services first reported a position in LYG in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

  • INR Advisory Services reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
  • INR Advisory Services sold 789 Lloyds Banking Group shares in Q3 2018, an estimated $3K.
  • INR Advisory Services first reported a position in Lloyds Banking Group in Q2 2018 and held it in 1 quarter.
  • INR Advisory Services's Lloyds Banking Group position peaked at $3K in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on INR Advisory Services's 13F filing for Q3 2018, filed 5 Dec 2018.