One Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

One Wealth Advisors’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 Q4	–	Sell	-901	Closed	-$3K	–	316
2018 Q3	$3K	Hold	901	–	–	﹤0.01%	473
2018 Q2	$3K	Hold	901	–	–	﹤0.01%	474
2018 Q1	$3K	Hold	901	–	–	﹤0.01%	443
2017 Q4	$3K	Buy	+901	New	+$3.25K	﹤0.01%	488

Other funds holding LYG

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

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

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

One Wealth Advisors's LYG Position: Q4 2018 in Review

One Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 901 shares — an estimated $3K sold.

One Wealth Advisors first reported a position in LYG in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

One Wealth Advisors reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
One Wealth Advisors sold 901 Lloyds Banking Group shares in Q4 2018, an estimated $3K.
One Wealth Advisors first reported a position in Lloyds Banking Group in Q4 2017 and held it in 4 quarters.
One Wealth Advisors's Lloyds Banking Group position peaked at $3K in Q3 2018.
285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on One Wealth Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.