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MSI Financial Services’s Lloyds Banking Group LYG Stock Holding History

MSI Financial Services’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
2016
Q4 		$12K Buy
3,815
+2,228
+140% +$6.52K ﹤0.01% 2708
2016
Q3 		$5K Buy
1,587
+708
+81% +$2.1K ﹤0.01% 3142
2016
Q2 		$3K Sell
879
-876
-50% -$3.43K ﹤0.01% 3365
2016
Q1 		$7K Buy
1,755
+46
+3% +$178 ﹤0.01% 2988
2015
Q4 		$7K Buy
+1,709
New +$7.75K ﹤0.01% 2913
2015
Q3 		– Sell
-330
Closed -$2K – 3276
2015
Q2 		$2K Sell
330
-2,090
-86% -$10.9K ﹤0.01% 2767
2015
Q1 		$11K Buy
+2,420
New +$11.3K ﹤0.01% 2090

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

MSI Financial Services's LYG Position: Q4 2016 in Review

MSI Financial Services increased its Lloyds Banking Group (LYG) stake by 140% in Q4 2016, buying an estimated $6.52K and bringing the position to 3,815 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #2708.

MSI Financial Services first reported a position in LYG in Q1 2015 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold LYG as of Q4 2016.

  • MSI Financial Services held 3,815 shares of Lloyds Banking Group worth $12K as of Q4 2016.
  • MSI Financial Services bought 2,228 Lloyds Banking Group shares in Q4 2016, an estimated $6.52K.
  • Lloyds Banking Group made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2708 holding.
  • MSI Financial Services first reported a position in Lloyds Banking Group in Q1 2015 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.