SIAS
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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

CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return