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Mountain Capital Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Mountain Capital Investment 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
2017
Q4 		– Sell
-3,484
Closed -$13K – 256
2017
Q3 		$13K Hold
3,484
– – 0.01% 240
2017
Q2 		$12K Buy
+3,484
New +$12.4K 0.01% 278

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Mountain Capital Investment Advisors's LYG Position: Q4 2017 in Review

Mountain Capital Investment Advisors sold out of Lloyds Banking Group (LYG) in Q4 2017, closing a stake of 3,484 shares — an estimated $13K sold.

Mountain Capital Investment Advisors first reported a position in LYG in Q2 2017 and held it in 2 quarters. The position peaked at $13K in Q3 2017. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

  • Mountain Capital Investment Advisors reported no remaining Lloyds Banking Group position as of Q4 2017 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 3,484 Lloyds Banking Group shares in Q4 2017, an estimated $13K.
  • Mountain Capital Investment Advisors first reported a position in Lloyds Banking Group in Q2 2017 and held it in 2 quarters.
  • Mountain Capital Investment Advisors's Lloyds Banking Group position peaked at $13K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on Mountain Capital Investment Advisors's 13F filing for Q4 2017, filed 9 Feb 2018.