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Punch & Associates Investment Management’s Lloyds Banking Group LYG Stock Holding History

Punch & Associates Investment Management’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
2016
Q1 		– Sell
-300
Closed -$1.31K – 202
2015
Q4 		$1.31K Buy
+300
New +$1.36K ﹤0.01% 261

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BIM
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Northern Trust
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $9.63B AUM 35.65% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Punch & Associates Investment Management's LYG Position: Q1 2016 in Review

Punch & Associates Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2016, closing a stake of 300 shares — an estimated $1.31K sold.

Punch & Associates Investment Management first reported a position in LYG in Q4 2015 and held it in 1 quarter. The position peaked at $1.31K in Q4 2015. 201 funds tracked by Wall St. Rank hold LYG as of Q1 2016.

  • Punch & Associates Investment Management reported no remaining Lloyds Banking Group position as of Q1 2016 after selling out during the quarter.
  • Punch & Associates Investment Management sold 300 Lloyds Banking Group shares in Q1 2016, an estimated $1.31K.
  • Punch & Associates Investment Management first reported a position in Lloyds Banking Group in Q4 2015 and held it in 1 quarter.
  • Punch & Associates Investment Management's Lloyds Banking Group position peaked at $1.31K in Q4 2015.
  • 201 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2016.

Based on Punch & Associates Investment Management's 13F filing for Q1 2016, filed 25 Apr 2016.