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Optimum Investment Advisors’s Lloyds Banking Group LYG Stock Holding History

Optimum Investment 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
2013
Q4 		– Sell
-19
Closed – – 758
2013
Q3 		$0 Buy
+19
New +$86 ﹤0.01% 724

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Optimum Investment Advisors's LYG Position: Q4 2013 in Review

Optimum Investment Advisors sold out of Lloyds Banking Group (LYG) in Q4 2013, closing a stake of 19 shares.

Optimum Investment Advisors first reported a position in LYG in Q3 2013 and held it in 1 quarter. The position peaked at $0 in Q3 2013. 141 funds tracked by Wall St. Rank hold LYG as of Q4 2013.

  • Optimum Investment Advisors reported no remaining Lloyds Banking Group position as of Q4 2013 after selling out during the quarter.
  • Optimum Investment Advisors sold 19 Lloyds Banking Group shares in Q4 2013.
  • Optimum Investment Advisors first reported a position in Lloyds Banking Group in Q3 2013 and held it in 1 quarter.
  • Optimum Investment Advisors's Lloyds Banking Group position peaked at $0 in Q3 2013.
  • 141 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2013.

Based on Optimum Investment Advisors's 13F filing for Q4 2013, filed 10 Feb 2014.