Lenox Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

Lenox Wealth 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
2019 Q2	–	Sell	-1,287	Closed	-$4K	–	514
2019 Q1	$4K	Buy	+1,287	New	+$3.94K	﹤0.01%	401
2018 Q3	–	Sell	-1,614	Closed	-$5K	–	479
2018 Q2	$5K	Buy	+1,614	New	+$5.74K	﹤0.01%	456
2016 Q1	–	Sell	-332	Closed	-$1K	–	347
2015 Q4	$1K	Buy	+332	New	+$1.5K	﹤0.01%	409

Other funds holding LYG

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SCCM

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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Lenox Wealth Advisors's LYG Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2019, closing a stake of 1,287 shares — an estimated $4K sold.

Lenox Wealth Advisors first reported a position in LYG in Q4 2015 and held it in 3 quarters. The position peaked at $5K in Q2 2018. 305 funds tracked by Wall St. Rank hold LYG as of Q2 2019.

Lenox Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 1,287 Lloyds Banking Group shares in Q2 2019, an estimated $4K.
Lenox Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2015 and held it in 3 quarters.
Lenox Wealth Advisors's Lloyds Banking Group position peaked at $5K in Q2 2018.
305 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.