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Northwestern Mutual Investment Services’s Lloyds Banking Group LYG Stock Holding History

Northwestern Mutual Investment Services’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
2015
Q4 		– Sell
-313
Closed -$1K – 251
2015
Q3 		$1K Buy
+313
New +$1.57K ﹤0.01% 255
2014
Q3 		– Sell
-3,059
Closed -$16K – 102
2014
Q2 		$16K Buy
+3,059
New +$15.9K 0.01% 33

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northwestern Mutual Investment Services's LYG Position: Q4 2015 in Review

Northwestern Mutual Investment Services sold out of Lloyds Banking Group (LYG) in Q4 2015, closing a stake of 313 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in LYG in Q2 2014 and held it in 2 quarters. The position peaked at $16K in Q2 2014. 197 funds tracked by Wall St. Rank hold LYG as of Q4 2015.

  • Northwestern Mutual Investment Services reported no remaining Lloyds Banking Group position as of Q4 2015 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 313 Lloyds Banking Group shares in Q4 2015, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Lloyds Banking Group in Q2 2014 and held it in 2 quarters.
  • Northwestern Mutual Investment Services's Lloyds Banking Group position peaked at $16K in Q2 2014.
  • 197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2015.

Based on Northwestern Mutual Investment Services's 13F filing for Q4 2015, filed 16 Feb 2016.