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Nationwide Fund Advisors’s Lloyds Banking Group LYG Stock Holding History

Nationwide Fund 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
-124,609
Closed -$456K – 1190
2017
Q3 		$456K Hold
124,609
– – ﹤0.01% 2232
2017
Q2 		$440K Sell
124,609
-117,300
-48% -$417K ﹤0.01% 2249
2017
Q1 		$822K Buy
241,909
+47,858
+25% +$161K ﹤0.01% 1872
2016
Q4 		$602K Buy
194,051
+55,136
+40% +$161K ﹤0.01% 2079
2016
Q3 		$399K Buy
138,915
+125,353
+924% +$373K ﹤0.01% 2286
2016
Q2 		$40K Sell
13,562
-8,100
-37% -$31.7K ﹤0.01% 3105
2016
Q1 		$86K Sell
21,662
-129,644
-86% -$502K ﹤0.01% 2870
2015
Q4 		$660K Sell
151,306
-71,831
-32% -$326K ﹤0.01% 1957
2015
Q3 		$1.03M Hold
223,137
– – ﹤0.01% 1713
2015
Q2 		$1.21M Buy
223,137
+90,045
+68% +$469K 0.01% 1749
2015
Q1 		$622K Hold
133,092
– – ﹤0.01% 2127
2014
Q4 		$618K Buy
+133,092
New +$643K ﹤0.01% 2065
2014
Q3 		– Sell
-37,256
Closed -$191K – 3370
2014
Q2 		$191K Hold
37,256
– – ﹤0.01% 2775
2014
Q1 		$190K Sell
37,256
-39,661
-52% -$215K ﹤0.01% 2500
2013
Q4 		$409K Hold
76,917
– – ﹤0.01% 2334
2013
Q3 		$370K Hold
76,917
– – ﹤0.01% 2367
2013
Q2 		$295K Buy
+76,917
New +$267K ﹤0.01% 2306

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

Nationwide Fund Advisors's LYG Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Lloyds Banking Group (LYG) in Q4 2017, closing a stake of 124,609 shares — an estimated $456K sold.

Nationwide Fund Advisors first reported a position in LYG in Q2 2013 and held it in 17 quarters. The position peaked at $1.21M in Q2 2015. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Lloyds Banking Group position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 124,609 Lloyds Banking Group shares in Q4 2017, an estimated $456K.
  • Nationwide Fund Advisors first reported a position in Lloyds Banking Group in Q2 2013 and held it in 17 quarters.
  • Nationwide Fund Advisors's Lloyds Banking Group position peaked at $1.21M in Q2 2015.
  • 252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.