Integrated Wealth Management (Palm Desert)’s Lloyds Banking Group LYG Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2016 Q4	–	Sell	-272	Closed	-$1K	–	698
2016 Q3	$1K	Hold	272	–	–	﹤0.01%	1163
2016 Q2	$1K	Hold	272	–	–	﹤0.01%	1186
2016 Q1	$1K	Sell	272 -873	-76%	-$3.38K	﹤0.01%	1110
2015 Q4	$5K	Buy	1,145 +873	+321%	+$3.96K	﹤0.01%	936
2015 Q3	$1K	Hold	272	–	–	﹤0.01%	1217
2015 Q2	$1K	Hold	272	–	–	﹤0.01%	1250
2015 Q1	$1K	Buy	+272	New	+$1.27K	﹤0.01%	1195

Other funds holding LYG

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

PPA

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

Integrated Wealth Management (Palm Desert)'s LYG Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Lloyds Banking Group (LYG) in Q4 2016, closing a stake of 272 shares — an estimated $1K sold.

Integrated Wealth Management (Palm Desert) first reported a position in LYG in Q1 2015 and held it in 7 quarters. The position peaked at $5K in Q4 2015. 201 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Lloyds Banking Group position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 272 Lloyds Banking Group shares in Q4 2016, an estimated $1K.
Integrated Wealth Management (Palm Desert) first reported a position in Lloyds Banking Group in Q1 2015 and held it in 7 quarters.
Integrated Wealth Management (Palm Desert)'s Lloyds Banking Group position peaked at $5K in Q4 2015.
201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.