Rowland Carmichael Advisors’s Lloyds Banking Group LYG Stock Holding History

Rowland Carmichael 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 Q4	–	Sell	-50,111	Closed	-$152K	–	338
2018 Q3	$152K	Sell	50,111 -1,000	-2%	-$3.21K	0.06%	280
2018 Q2	$170K	Buy	51,111 +1,000	+2%	+$3.55K	0.07%	276
2018 Q1	$186K	Hold	50,111	–	–	0.1%	244
2017 Q4	$188K	Buy	+50,111	New	+$181K	0.1%	253

Other funds holding LYG

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

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

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Rowland Carmichael Advisors's LYG Position: Q4 2018 in Review

Rowland Carmichael Advisors sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 50,111 shares — an estimated $152K sold.

Rowland Carmichael Advisors first reported a position in LYG in Q4 2017 and held it in 4 quarters. The position peaked at $188K in Q4 2017. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

Rowland Carmichael Advisors reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
Rowland Carmichael Advisors sold 50,111 Lloyds Banking Group shares in Q4 2018, an estimated $152K.
Rowland Carmichael Advisors first reported a position in Lloyds Banking Group in Q4 2017 and held it in 4 quarters.
Rowland Carmichael Advisors's Lloyds Banking Group position peaked at $188K in Q4 2017.
285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2018, filed 10 Feb 2020.