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Nicholas Hoffman & Company’s Lloyds Banking Group LYG Stock Holding History

Nicholas Hoffman & Company’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
Q3 		– Sell
-50,500
Closed -$178K – 167
2017
Q2 		$178K Buy
+50,500
New +$179K 0.08% 146

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Macquarie Group
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Northern Trust
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Nicholas Hoffman & Company's LYG Position: Q3 2017 in Review

Nicholas Hoffman & Company sold out of Lloyds Banking Group (LYG) in Q3 2017, closing a stake of 50,500 shares — an estimated $178K sold.

Nicholas Hoffman & Company first reported a position in LYG in Q2 2017 and held it in 1 quarter. The position peaked at $178K in Q2 2017. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

  • Nicholas Hoffman & Company reported no remaining Lloyds Banking Group position as of Q3 2017 after selling out during the quarter.
  • Nicholas Hoffman & Company sold 50,500 Lloyds Banking Group shares in Q3 2017, an estimated $178K.
  • Nicholas Hoffman & Company first reported a position in Lloyds Banking Group in Q2 2017 and held it in 1 quarter.
  • Nicholas Hoffman & Company's Lloyds Banking Group position peaked at $178K in Q2 2017.
  • 203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Nicholas Hoffman & Company's 13F filing for Q3 2017, filed 13 Nov 2017.