NES
LYG icon

New England Securities’s Lloyds Banking Group LYG Stock Holding History

New England Securities’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
2014
Q4 		– Sell
-4,246
Closed -$21K – 1688
2014
Q3 		$21K Buy
+4,246
New +$21.4K 0.01% 897

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

New England Securities's LYG Position: Q4 2014 in Review

New England Securities sold out of Lloyds Banking Group (LYG) in Q4 2014, closing a stake of 4,246 shares — an estimated $21K sold.

New England Securities first reported a position in LYG in Q3 2014 and held it in 1 quarter. The position peaked at $21K in Q3 2014. 170 funds tracked by Wall St. Rank hold LYG as of Q4 2014.

  • New England Securities reported no remaining Lloyds Banking Group position as of Q4 2014 after selling out during the quarter.
  • New England Securities sold 4,246 Lloyds Banking Group shares in Q4 2014, an estimated $21K.
  • New England Securities first reported a position in Lloyds Banking Group in Q3 2014 and held it in 1 quarter.
  • New England Securities's Lloyds Banking Group position peaked at $21K in Q3 2014.
  • 170 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.