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Kiley Juergens Wealth Management’s Lloyds Banking Group LYG Stock Holding History

Kiley Juergens Wealth 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
Q4 		– Sell
-805
Closed – – 396
2018
Q3 		$0 Hold
805
– – ﹤0.01% 716
2018
Q2 		$0 Buy
+805
New +$2.86K ﹤0.01% 653
2018
Q1 		– Sell
-805
Closed -$3K – 391
2017
Q4 		$3K Buy
+805
New +$2.9K ﹤0.01% 615

Other funds holding LYG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Kiley Juergens Wealth Management's LYG Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 805 shares.

Kiley Juergens Wealth Management first reported a position in LYG in Q4 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 805 Lloyds Banking Group shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Lloyds Banking Group in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Lloyds Banking Group position peaked at $3K in Q4 2017.
  • 285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.