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KMS Financial Services’s Lloyds Banking Group LYG Stock Holding History

KMS Financial 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
2013
Q3 		– Sell
-12,846
Closed -$49K – 462
2013
Q2 		$49K Buy
+12,846
New +$44.7K 0.01% 386

Other funds holding LYG

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
WAM
World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

KMS Financial Services's LYG Position: Q3 2013 in Review

KMS Financial Services sold out of Lloyds Banking Group (LYG) in Q3 2013, closing a stake of 12,846 shares — an estimated $49K sold.

KMS Financial Services first reported a position in LYG in Q2 2013 and held it in 1 quarter. The position peaked at $49K in Q2 2013. 123 funds tracked by Wall St. Rank hold LYG as of Q3 2013.

  • KMS Financial Services reported no remaining Lloyds Banking Group position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 12,846 Lloyds Banking Group shares in Q3 2013, an estimated $49K.
  • KMS Financial Services first reported a position in Lloyds Banking Group in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's Lloyds Banking Group position peaked at $49K in Q2 2013.
  • 123 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.