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Opes Advisors’s Lloyds Banking Group LYG Stock Holding History

Opes 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 		$43K Buy
16,758
+2,317
+16% +$6.59K 0.03% 43
2018
Q3 		$44K Sell
14,441
-12
-0.1% -$38 0.03% 40
2018
Q2 		$48K Sell
14,453
-1,624
-10% -$5.77K 0.04% 46
2018
Q1 		$60K Hold
16,077
– – 0.05% 40
2017
Q4 		$60K Buy
+16,077
New +$58K 0.04% 43

Other funds holding LYG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Opes Advisors's LYG Position: Q4 2018 in Review

Opes Advisors increased its Lloyds Banking Group (LYG) stake by 16% in Q4 2018, buying an estimated $6.59K and bringing the position to 16,758 shares worth $43K. The position accounts for 0.03% of the portfolio, ranked #43.

Opes Advisors first reported a position in LYG in Q4 2017 and has held it in 5 quarters since. The position peaked at $60K in Q1 2018. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

  • Opes Advisors held 16,758 shares of Lloyds Banking Group worth $43K as of Q4 2018.
  • Opes Advisors bought 2,317 Lloyds Banking Group shares in Q4 2018, an estimated $6.59K.
  • Lloyds Banking Group made up 0.03% of Opes Advisors's portfolio in Q4 2018, its #43 holding.
  • Opes Advisors first reported a position in Lloyds Banking Group in Q4 2017 and has held it in 5 quarters since.
  • Opes Advisors's Lloyds Banking Group position peaked at $60K in Q1 2018.
  • 285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Opes Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.