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Kovack Advisors’s Lloyds Banking Group LYG Stock Holding History

Kovack Advisors’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
2020
Q2 		– Sell
-20,970
Closed -$32K – 519
2020
Q1 		$32K Hold
20,970
– – 0.01% 439
2019
Q4 		$69K Hold
20,970
– – 0.01% 474
2019
Q3 		$55K Buy
+20,970
New +$54.4K 0.01% 468

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Kovack Advisors's LYG Position: Q2 2020 in Review

Kovack Advisors sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 20,970 shares — an estimated $32K sold.

Kovack Advisors first reported a position in LYG in Q3 2019 and held it in 3 quarters. The position peaked at $69K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Kovack Advisors reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Kovack Advisors sold 20,970 Lloyds Banking Group shares in Q2 2020, an estimated $32K.
  • Kovack Advisors first reported a position in Lloyds Banking Group in Q3 2019 and held it in 3 quarters.
  • Kovack Advisors's Lloyds Banking Group position peaked at $69K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Kovack Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.