Spot Trading’s Lloyds Banking Group LYG Stock Holding History

Spot Trading’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 Q3	$40K	Sell	10,800 -1,200	-10%	-$4.18K	﹤0.01%	2777
2017 Q2	$42K	Buy	12,000 +11,500	+2,300%	+$40.9K	﹤0.01%	2859
2017 Q1	$2K	Sell	500 -204,700	-100%	-$690K	﹤0.01%	2832
2016 Q4	$636K	Buy	+205,200	New	+$600K	0.01%	1264
2015 Q1	–	Sell	-3,500	Closed	-$16K	–	4131
2014 Q4	$16K	Buy	+3,500	New	+$16.9K	﹤0.01%	3618
2014 Q3	–	Sell	-5,500	Closed	-$28K	–	4547
2014 Q2	$28K	Buy	+5,500	New	+$28.5K	﹤0.01%	4080
2013 Q4	–	Sell	-5,000	Closed	-$24K	–	4147
2013 Q3	$24K	Buy	+5,000	New	+$22.5K	﹤0.01%	3754

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

MIP

Mondrian Investment Partners London, United Kingdom $6.69B AUM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Spot Trading's LYG Position: Q3 2017 in Review

Spot Trading reduced its Lloyds Banking Group (LYG) stake by 61% in Q3 2017, selling an estimated $60.2K and leaving 11,009 shares worth $40K. The position accounts for ﹤0.01% of the portfolio, ranked #2778.

Spot Trading first reported a position in LYG in Q3 2013 and has held it in 17 quarters since. The position peaked at $2.71M in Q3 2014. 203 funds tracked by Wall St. Rank hold LYG as of Q3 2017.

Spot Trading held 11,009 shares of Lloyds Banking Group worth $40K as of Q3 2017.
Spot Trading sold 17,276 Lloyds Banking Group shares in Q3 2017, an estimated $60.2K.
Lloyds Banking Group made up ﹤0.01% of Spot Trading's portfolio in Q3 2017, its #2778 holding.
Spot Trading first reported a position in Lloyds Banking Group in Q3 2013 and has held it in 17 quarters since.
Spot Trading's Lloyds Banking Group position peaked at $2.71M in Q3 2014.
203 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.