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MYCIO Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

MYCIO Wealth Partners’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
Q3 		– Sell
-1,306
Closed -$4K – 952
2016
Q2 		$4K Buy
+1,306
New +$5.11K ﹤0.01% 716
2016
Q1 		– Sell
-1,815
Closed -$8K – 877
2015
Q4 		$8K Buy
+1,815
New +$8.23K ﹤0.01% 560

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 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
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
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

MYCIO Wealth Partners's LYG Position: Q3 2016 in Review

MYCIO Wealth Partners sold out of Lloyds Banking Group (LYG) in Q3 2016, closing a stake of 1,306 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in LYG in Q4 2015 and held it in 2 quarters. The position peaked at $8K in Q4 2015. 197 funds tracked by Wall St. Rank hold LYG as of Q3 2016.

  • MYCIO Wealth Partners reported no remaining Lloyds Banking Group position as of Q3 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 1,306 Lloyds Banking Group shares in Q3 2016, an estimated $4K.
  • MYCIO Wealth Partners first reported a position in Lloyds Banking Group in Q4 2015 and held it in 2 quarters.
  • MYCIO Wealth Partners's Lloyds Banking Group position peaked at $8K in Q4 2015.
  • 197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2016.

Based on MYCIO Wealth Partners's 13F filing for Q3 2016, filed 3 Nov 2016.