Shine Investment Advisory Services’s Lloyds Banking Group LYG Stock Holding History

Shine Investment Advisory Services’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 Q4	–	Sell	-5,668	Closed	-$15K	–	758
2019 Q3	$15K	Sell	5,668 -3,041	-35%	-$7.89K	0.01%	495
2019 Q2	$25K	Hold	8,709	–	–	0.01%	427
2019 Q1	$28K	Hold	8,709	–	–	0.01%	416
2018 Q4	$22K	Sell	8,709 -1,515	-15%	-$4.31K	0.01%	423
2018 Q3	$31K	Sell	10,224 -18,242	-64%	-$58.5K	0.02%	384
2018 Q2	$95K	Hold	28,466	–	–	0.05%	188
2018 Q1	$106K	Hold	28,466	–	–	0.06%	165
2017 Q4	$107K	Sell	28,466 -694	-2%	-$2.5K	0.05%	167
2017 Q3	$107K	Buy	29,160 +8,709	+43%	+$30.3K	0.06%	160
2017 Q2	$72K	Buy	20,451 +9,042	+79%	+$32.1K	0.04%	208
2017 Q1	$39K	Buy	+11,409	New	+$38.5K	0.03%	85

Other funds holding LYG

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

MIP

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PPA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Shine Investment Advisory Services's LYG Position: Q4 2019 in Review

Shine Investment Advisory Services sold out of Lloyds Banking Group (LYG) in Q4 2019, closing a stake of 5,668 shares — an estimated $15K sold.

Shine Investment Advisory Services first reported a position in LYG in Q1 2017 and held it in 11 quarters. The position peaked at $107K in Q4 2017. 326 funds tracked by Wall St. Rank hold LYG as of Q4 2019.

Shine Investment Advisory Services reported no remaining Lloyds Banking Group position as of Q4 2019 after selling out during the quarter.
Shine Investment Advisory Services sold 5,668 Lloyds Banking Group shares in Q4 2019, an estimated $15K.
Shine Investment Advisory Services first reported a position in Lloyds Banking Group in Q1 2017 and held it in 11 quarters.
Shine Investment Advisory Services's Lloyds Banking Group position peaked at $107K in Q4 2017.
326 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2019.

Based on Shine Investment Advisory Services's 13F filing for Q4 2019, filed 3 Feb 2020.