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Kanaly Trust’s Lloyds Banking Group LYG Stock Holding History

Kanaly Trust’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 		$76K Buy
24,389
+1,251
+5% +$3.66K 0.02% 240
2016
Q3 		$66K Sell
23,138
-26
-0.1% -$77 0.01% 250
2016
Q2 		$69K Buy
23,164
+4,934
+27% +$19.3K 0.01% 255
2016
Q1 		$72K Sell
18,230
-6,298
-26% -$24.4K 0.01% 241
2015
Q4 		$107K Buy
24,528
+2,544
+12% +$11.5K 0.02% 203
2015
Q3 		$101K Buy
21,984
+805
+4% +$4.03K 0.02% 209
2015
Q2 		$115K Buy
21,179
+12,871
+155% +$67K 0.02% 201
2015
Q1 		$39K Buy
8,308
+1,130
+16% +$5.26K 0.01% 312
2014
Q4 		$33K Buy
7,178
+958
+15% +$4.63K 0.01% 331
2014
Q3 		$31K Hold
6,220
– – 0.01% 345
2014
Q2 		$32K Buy
6,220
+1,892
+44% +$9.82K 0.01% 355
2014
Q1 		$22K Buy
4,328
+1,800
+71% +$9.77K ﹤0.01% 387
2013
Q4 		$13K Buy
+2,528
New +$12.7K ﹤0.01% 413

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Kanaly Trust's LYG Position: Q4 2016 in Review

Kanaly Trust increased its Lloyds Banking Group (LYG) stake by 5.4% in Q4 2016, buying an estimated $3.66K and bringing the position to 24,389 shares worth $76K. The position accounts for 0.02% of the portfolio, ranked #240.

Kanaly Trust first reported a position in LYG in Q4 2013 and has held it in 13 quarters since. The position peaked at $115K in Q2 2015. 200 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

  • Kanaly Trust held 24,389 shares of Lloyds Banking Group worth $76K as of Q4 2016.
  • Kanaly Trust bought 1,251 Lloyds Banking Group shares in Q4 2016, an estimated $3.66K.
  • Lloyds Banking Group made up 0.02% of Kanaly Trust's portfolio in Q4 2016, its #240 holding.
  • Kanaly Trust first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 13 quarters since.
  • Kanaly Trust's Lloyds Banking Group position peaked at $115K in Q2 2015.
  • 200 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.