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Personal Capital Advisors’s Lloyds Banking Group LYG Stock Holding History

Personal Capital 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
2021
Q1 		– Sell
-12,067
Closed -$24K – 485
2020
Q4 		$24K Buy
12,067
+1
+0% +$2 ﹤0.01% 456
2020
Q3 		$16K Buy
+12,066
New +$16.9K ﹤0.01% 416

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Optiver Holding
Optiver Holding Amsterdam, Netherlands $371B AUM 64.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Personal Capital Advisors's LYG Position: Q1 2021 in Review

Personal Capital Advisors sold out of Lloyds Banking Group (LYG) in Q1 2021, closing a stake of 12,067 shares — an estimated $24K sold.

Personal Capital Advisors first reported a position in LYG in Q3 2020 and held it in 2 quarters. The position peaked at $24K in Q4 2020. 227 funds tracked by Wall St. Rank hold LYG as of Q1 2021.

  • Personal Capital Advisors reported no remaining Lloyds Banking Group position as of Q1 2021 after selling out during the quarter.
  • Personal Capital Advisors sold 12,067 Lloyds Banking Group shares in Q1 2021, an estimated $24K.
  • Personal Capital Advisors first reported a position in Lloyds Banking Group in Q3 2020 and held it in 2 quarters.
  • Personal Capital Advisors's Lloyds Banking Group position peaked at $24K in Q4 2020.
  • 227 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2021.

Based on Personal Capital Advisors's 13F filing for Q1 2021, filed 14 May 2021.