Institutional & Family Asset Management’s Lloyds Banking Group LYG Stock Holding History

Institutional & Family Asset 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
2018 Q3	–	Sell	-657	Closed	-$2K	–	861
2018 Q2	$2K	Hold	657	–	–	﹤0.01%	730
2018 Q1	$2K	Buy	+657	New	+$2.54K	﹤0.01%	721

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Institutional & Family Asset Management's LYG Position: Q3 2018 in Review

Institutional & Family Asset Management sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 657 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in LYG in Q1 2018 and held it in 2 quarters. The position peaked at $2K in Q2 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

Institutional & Family Asset Management reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
Institutional & Family Asset Management sold 657 Lloyds Banking Group shares in Q3 2018, an estimated $2K.
Institutional & Family Asset Management first reported a position in Lloyds Banking Group in Q1 2018 and held it in 2 quarters.
Institutional & Family Asset Management's Lloyds Banking Group position peaked at $2K in Q2 2018.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Institutional & Family Asset Management's 13F filing for Q3 2018, filed 13 Nov 2018.