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Proficio Capital Partners’s Lloyds Banking Group LYG Stock Holding History

Proficio Capital Partners’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
2019
Q3 		– Sell
-13,353
Closed -$38K – 930
2019
Q2 		$38K Sell
13,353
-1,357
-9% -$4.2K 0.01% 463
2019
Q1 		$47K Sell
14,710
-1,622
-10% -$4.96K 0.02% 370
2018
Q4 		$42K Sell
16,332
-3,851
-19% -$10.9K 0.02% 338
2018
Q3 		$61K Sell
20,183
-3,640
-15% -$11.7K 0.02% 300
2018
Q2 		$79K Sell
23,823
-5,438
-19% -$19.3K 0.03% 249
2018
Q1 		$109K Buy
29,261
+5,385
+23% +$20.9K 0.03% 196
2017
Q4 		$90K Buy
23,876
+12,141
+103% +$43.8K 0.03% 226
2017
Q3 		$43K Sell
11,735
-3,687
-24% -$12.8K 0.02% 415
2017
Q2 		$54K Buy
15,422
+3,315
+27% +$11.8K 0.02% 368
2017
Q1 		$46K Buy
12,107
+5,499
+83% +$18.5K 0.02% 406
2016
Q4 		$20K Sell
6,608
-633
-9% -$1.85K 0.01% 442
2016
Q3 		$21K Sell
7,241
-4,197
-37% -$12.5K 0.01% 421
2016
Q2 		$32K Buy
11,438
+8,723
+321% +$34.1K 0.02% 345
2016
Q1 		$11K Sell
2,715
-140
-5% -$542 0.01% 398
2015
Q4 		$12K Buy
+2,855
New +$12.9K 0.01% 255

Other funds holding LYG

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
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Proficio Capital Partners's LYG Position: Q3 2019 in Review

Proficio Capital Partners sold out of Lloyds Banking Group (LYG) in Q3 2019, closing a stake of 13,353 shares — an estimated $38K sold.

Proficio Capital Partners first reported a position in LYG in Q4 2015 and held it in 15 quarters. The position peaked at $109K in Q1 2018. 296 funds tracked by Wall St. Rank hold LYG as of Q3 2019.

  • Proficio Capital Partners reported no remaining Lloyds Banking Group position as of Q3 2019 after selling out during the quarter.
  • Proficio Capital Partners sold 13,353 Lloyds Banking Group shares in Q3 2019, an estimated $38K.
  • Proficio Capital Partners first reported a position in Lloyds Banking Group in Q4 2015 and held it in 15 quarters.
  • Proficio Capital Partners's Lloyds Banking Group position peaked at $109K in Q1 2018.
  • 296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2019.

Based on Proficio Capital Partners's 13F filing for Q3 2019, filed 13 Nov 2019.