Lee Financial’s Lloyds Banking Group LYG Stock Holding History

Lee Financial’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 Q3	–	Sell	-2,618	Closed	-$9K	–	598
2018 Q2	$9K	Buy	+2,618	New	+$9.3K	﹤0.01%	506

Other funds holding LYG

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

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

PPA

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Lee Financial's LYG Position: Q3 2018 in Review

Lee Financial sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 2,618 shares — an estimated $9K sold.

Lee Financial first reported a position in LYG in Q2 2018 and held it in 1 quarter. The position peaked at $9K in Q2 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

Lee Financial reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 2,618 Lloyds Banking Group shares in Q3 2018, an estimated $9K.
Lee Financial first reported a position in Lloyds Banking Group in Q2 2018 and held it in 1 quarter.
Lee Financial's Lloyds Banking Group position peaked at $9K in Q2 2018.
272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.