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NWAM LLC’s Lloyds Banking Group LYG Stock Holding History

NWAM LLC’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
2016
Q2 		– Sell
-16,070
Closed -$63K – 258
2016
Q1 		$63K Hold
16,070
– – 0.03% 244
2015
Q4 		$70K Buy
16,070
+5,070
+46% +$23K 0.03% 246
2015
Q3 		$51K Hold
11,000
– – 0.04% 135
2015
Q2 		$60K Sell
11,000
-70
-0.6% -$365 0.03% 242
2015
Q1 		$52K Hold
11,070
– – 0.02% 246
2014
Q4 		$51K Sell
11,070
-8,950
-45% -$43.3K 0.02% 235
2014
Q3 		$291K Buy
20,020
+8,950
+81% +$45K 0.1% 197
2014
Q2 		$57K Sell
11,070
-7,450
-40% -$38.7K 0.02% 294
2014
Q1 		$256K Buy
+18,520
New +$100K 0.09% 209

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Bank of America
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Lazard Asset Management
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BIM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return