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Private Vista’s Lloyds Banking Group LYG Stock Holding History

Private Vista’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
Q3 		– Sell
-11,322
Closed -$38K – 154
2018
Q2 		$38K Hold
11,322
– – 0.01% 153
2018
Q1 		$42K Buy
+11,322
New +$43.9K 0.01% 138

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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 $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Private Vista's LYG Position: Q3 2018 in Review

Private Vista sold out of Lloyds Banking Group (LYG) in Q3 2018, closing a stake of 11,322 shares — an estimated $38K sold.

Private Vista first reported a position in LYG in Q1 2018 and held it in 2 quarters. The position peaked at $42K in Q1 2018. 272 funds tracked by Wall St. Rank hold LYG as of Q3 2018.

  • Private Vista reported no remaining Lloyds Banking Group position as of Q3 2018 after selling out during the quarter.
  • Private Vista sold 11,322 Lloyds Banking Group shares in Q3 2018, an estimated $38K.
  • Private Vista first reported a position in Lloyds Banking Group in Q1 2018 and held it in 2 quarters.
  • Private Vista's Lloyds Banking Group position peaked at $42K in Q1 2018.
  • 272 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2018.

Based on Private Vista's 13F filing for Q3 2018, filed 13 Nov 2018.