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Northwest Investment Counselors’s Lloyds Banking Group LYG Stock Holding History

Northwest Investment Counselors’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
-1,661
Closed -$6K – 228
2017
Q3 		$6K Buy
+1,661
New +$5.79K ﹤0.01% 314

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 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 $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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 $481B AUM 30.42% 1-Year Est. Return

Northwest Investment Counselors's LYG Position: Q4 2017 in Review

Northwest Investment Counselors sold out of Lloyds Banking Group (LYG) in Q4 2017, closing a stake of 1,661 shares — an estimated $6K sold.

Northwest Investment Counselors first reported a position in LYG in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

  • Northwest Investment Counselors reported no remaining Lloyds Banking Group position as of Q4 2017 after selling out during the quarter.
  • Northwest Investment Counselors sold 1,661 Lloyds Banking Group shares in Q4 2017, an estimated $6K.
  • Northwest Investment Counselors first reported a position in Lloyds Banking Group in Q3 2017 and held it in 1 quarter.
  • Northwest Investment Counselors's Lloyds Banking Group position peaked at $6K in Q3 2017.
  • 252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on Northwest Investment Counselors's 13F filing for Q4 2017, filed 1 Feb 2018.