Patten Group’s Lloyds Banking Group LYG Stock Holding History

Patten Group’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
2017 Q4	–	Sell	-907	Closed	-$3K	–	634
2017 Q3	$3K	Hold	907	–	–	﹤0.01%	565
2017 Q2	$3K	Hold	907	–	–	﹤0.01%	577
2017 Q1	$3K	Hold	907	–	–	﹤0.01%	563
2016 Q4	$3K	Hold	907	–	–	﹤0.01%	540
2016 Q3	$2.38K	Hold	907	–	–	﹤0.01%	573
2016 Q2	$2.69K	Hold	907	–	–	﹤0.01%	559
2016 Q1	$3.58K	Hold	907	–	–	﹤0.01%	564
2015 Q4	$3.95K	Hold	907	–	–	﹤0.01%	584
2015 Q3	$4.17K	Buy	+907	New	+$4.54K	﹤0.01%	510

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Patten Group's LYG Position: Q4 2017 in Review

Patten Group sold out of Lloyds Banking Group (LYG) in Q4 2017, closing a stake of 907 shares — an estimated $3K sold.

Patten Group first reported a position in LYG in Q3 2015 and held it in 9 quarters. The position peaked at $4.17K in Q3 2015. 252 funds tracked by Wall St. Rank hold LYG as of Q4 2017.

Patten Group reported no remaining Lloyds Banking Group position as of Q4 2017 after selling out during the quarter.
Patten Group sold 907 Lloyds Banking Group shares in Q4 2017, an estimated $3K.
Patten Group first reported a position in Lloyds Banking Group in Q3 2015 and held it in 9 quarters.
Patten Group's Lloyds Banking Group position peaked at $4.17K in Q3 2015.
252 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2017.

Based on Patten Group's 13F filing for Q4 2017, filed 2 Feb 2018.