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Quattro Financial Advisors’s Lloyds Banking Group LYG Stock Holding History

Quattro Financial 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
2018
Q1 		– Sell
-166,065
Closed -$632K – 83
2017
Q4 		$632K Buy
+166,065
New +$599K 0.17% 38

Other funds holding LYG

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Boston Partners
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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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Quattro Financial Advisors's LYG Position: Q1 2018 in Review

Quattro Financial Advisors sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 166,065 shares — an estimated $632K sold.

Quattro Financial Advisors first reported a position in LYG in Q4 2017 and held it in 1 quarter. The position peaked at $632K in Q4 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

  • Quattro Financial Advisors reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
  • Quattro Financial Advisors sold 166,065 Lloyds Banking Group shares in Q1 2018, an estimated $632K.
  • Quattro Financial Advisors first reported a position in Lloyds Banking Group in Q4 2017 and held it in 1 quarter.
  • Quattro Financial Advisors's Lloyds Banking Group position peaked at $632K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on Quattro Financial Advisors's 13F filing for Q1 2018, filed 16 May 2018.