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Moors & Cabot’s Lloyds Banking Group LYG Stock Holding History

Moors & Cabot’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
-10,527
Closed -$35K – 595
2018
Q2 		$35K Buy
+10,527
New +$37.4K ﹤0.01% 556

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Moors & Cabot's LYG Position: Q3 2018 in Review

Moors & Cabot sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 10,527 shares — an estimated $35K sold.

Moors & Cabot first reported a position in LYG in Q2 2018 and held it in 1 quarter. The position peaked at $35K in Q2 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

  • Moors & Cabot reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
  • Moors & Cabot sold 10,527 Lloyds Banking Group shares in Q3 2018, an estimated $35K.
  • Moors & Cabot first reported a position in Lloyds Banking Group in Q2 2018 and held it in 1 quarter.
  • Moors & Cabot's Lloyds Banking Group position peaked at $35K in Q2 2018.
  • 272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Moors & Cabot's 13F filing for Q3 2018, filed 14 Nov 2018.