Pinnacle Summer Investments’s Lloyds Banking Group LYG Stock Holding History

Pinnacle Summer Investments’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
2015 Q4	$3K	Buy	626 +165	+36%	+$748	﹤0.01%	669
2015 Q3	$2K	Sell	461 -540	-54%	-$2.7K	﹤0.01%	914
2015 Q2	$6K	Buy	1,001 +1	+0.1%	+$5	﹤0.01%	595
2015 Q1	$5K	Buy	1,000 +840	+525%	+$3.91K	﹤0.01%	868
2014 Q4	$1K	Hold	160	–	–	﹤0.01%	988
2014 Q3	$1K	Hold	160	–	–	﹤0.01%	1026
2014 Q2	$1K	Hold	160	–	–	﹤0.01%	965
2014 Q1	$1K	Hold	160	–	–	﹤0.01%	931
2013 Q4	$1K	Buy	+160	New	+$803	﹤0.01%	928

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 28.54% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TIM

Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Pinnacle Summer Investments's LYG Position: Q4 2015 in Review

Pinnacle Summer Investments increased its Lloyds Banking Group (LYG) stake by 36% in Q4 2015, buying an estimated $748 and bringing the position to 626 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #669.

Pinnacle Summer Investments first reported a position in LYG in Q4 2013 and has held it in 9 quarters since. The position peaked at $6K in Q2 2015. 197 funds tracked by Wall St. Rank hold LYG as of Q4 2015.

Pinnacle Summer Investments held 626 shares of Lloyds Banking Group worth $3K as of Q4 2015.
Pinnacle Summer Investments bought 165 Lloyds Banking Group shares in Q4 2015, an estimated $748.
Lloyds Banking Group made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #669 holding.
Pinnacle Summer Investments first reported a position in Lloyds Banking Group in Q4 2013 and has held it in 9 quarters since.
Pinnacle Summer Investments's Lloyds Banking Group position peaked at $6K in Q2 2015.
197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.