NWQ Investment Management Company’s Lloyds Banking Group LYG Stock Holding History

NWQ Investment Management 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
2018 Q1	–	Sell	-11,002	Closed	-$41K	–	190
2017 Q4	$41K	Sell	11,002 -10,919	-50%	-$39.4K	﹤0.01%	197
2017 Q3	$80K	Hold	21,921	–	–	﹤0.01%	195
2017 Q2	$77K	Hold	21,921	–	–	﹤0.01%	190
2017 Q1	$74K	Hold	21,921	–	–	﹤0.01%	187
2016 Q4	$68K	Hold	21,921	–	–	﹤0.01%	204
2016 Q3	$63K	Hold	21,921	–	–	﹤0.01%	189
2016 Q2	$65K	Buy	+21,921	New	+$85.8K	﹤0.01%	150

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 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

NWQ Investment Management Company's LYG Position: Q1 2018 in Review

NWQ Investment Management Company sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 11,002 shares — an estimated $41K sold.

NWQ Investment Management Company first reported a position in LYG in Q2 2016 and held it in 7 quarters. The position peaked at $80K in Q3 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

NWQ Investment Management Company reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
NWQ Investment Management Company sold 11,002 Lloyds Banking Group shares in Q1 2018, an estimated $41K.
NWQ Investment Management Company first reported a position in Lloyds Banking Group in Q2 2016 and held it in 7 quarters.
NWQ Investment Management Company's Lloyds Banking Group position peaked at $80K in Q3 2017.
262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on NWQ Investment Management Company's 13F filing for Q1 2018, filed 14 May 2018.