Ronald Blue & Co’s Lloyds Banking Group LYG Stock Holding History

Ronald Blue & Co’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
2017 Q2	$44K	Sell	12,449 -1,803	-13%	-$6.41K	﹤0.01%	250
2017 Q1	$49K	Buy	14,252 +2,851	+25%	+$9.61K	﹤0.01%	242
2016 Q4	$35K	Sell	11,401 -971	-8%	-$2.84K	﹤0.01%	230
2016 Q3	$35K	Buy	+12,372	New	+$36.8K	﹤0.01%	218
2015 Q4	–	Sell	-61,181	Closed	-$282K	–	254
2015 Q3	$282K	Sell	61,181 -2,479	-4%	-$12.4K	0.01%	220
2015 Q2	$346K	Buy	63,660 +7,123	+13%	+$37.1K	0.02%	234
2015 Q1	$264K	Buy	56,537 +20,761	+58%	+$96.7K	0.01%	284
2014 Q4	$166K	Buy	35,776 +4,670	+15%	+$22.6K	0.01%	329
2014 Q3	$157K	Buy	31,106 +10,693	+52%	+$53.8K	0.01%	319
2014 Q2	$105K	Buy	20,413 +1,854	+10%	+$9.62K	0.01%	333
2014 Q1	$94K	Buy	18,559 +1,790	+11%	+$9.71K	0.01%	321
2013 Q4	$89K	Sell	16,769 -16,536	-50%	-$83K	0.01%	299
2013 Q3	$160K	Sell	33,305 -23,688	-42%	-$107K	0.01%	269
2013 Q2	$219K	Buy	+56,993	New	+$198K	0.02%	125

Other funds holding LYG

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ronald Blue & Co's LYG Position: Q2 2017 in Review

Ronald Blue & Co reduced its Lloyds Banking Group (LYG) stake by 13% in Q2 2017, selling an estimated $6.41K and leaving 12,449 shares worth $44K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Ronald Blue & Co first reported a position in LYG in Q2 2013 and has held it in 14 quarters since. The position peaked at $346K in Q2 2015. 213 funds tracked by Wall St. Rank hold LYG as of Q2 2017.

Ronald Blue & Co held 12,449 shares of Lloyds Banking Group worth $44K as of Q2 2017.
Ronald Blue & Co sold 1,803 Lloyds Banking Group shares in Q2 2017, an estimated $6.41K.
Lloyds Banking Group made up ﹤0.01% of Ronald Blue & Co's portfolio in Q2 2017, its #250 holding.
Ronald Blue & Co first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 14 quarters since.
Ronald Blue & Co's Lloyds Banking Group position peaked at $346K in Q2 2015.
213 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2017.

Based on Ronald Blue & Co's 13F filing for Q2 2017, filed 28 Jul 2017.