TCI Wealth Advisors’s Lloyds Banking Group LYG Stock Holding History

TCI Wealth 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
2019 Q2	–	Sell	-261	Closed	-$1K	–	1501
2019 Q1	$1K	Hold	261	–	–	﹤0.01%	1254
2018 Q4	$1K	Hold	261	–	–	﹤0.01%	1254
2018 Q3	$1K	Hold	261	–	–	﹤0.01%	1262
2018 Q2	$1K	Hold	261	–	–	﹤0.01%	1324
2018 Q1	$1K	Hold	261	–	–	﹤0.01%	1178
2017 Q4	$1K	Hold	261	–	–	﹤0.01%	1228
2017 Q3	$1K	Hold	261	–	–	﹤0.01%	1153
2017 Q2	$1K	Hold	261	–	–	﹤0.01%	1167
2017 Q1	$1K	Hold	261	–	–	﹤0.01%	1126
2016 Q4	$1K	Hold	261	–	–	﹤0.01%	1193
2016 Q3	$1K	Sell	261 -3,601	-93%	-$10.7K	﹤0.01%	1160
2016 Q2	$11K	Hold	3,862	–	–	0.01%	547
2016 Q1	$15K	Hold	3,862	–	–	0.01%	496
2015 Q4	$17K	Buy	3,862 +386	+11%	+$1.75K	0.01%	468
2015 Q3	$16K	Sell	3,476 -54	-2%	-$270	0.01%	431
2015 Q2	$19K	Buy	3,530 +261	+8%	+$1.36K	0.01%	415
2015 Q1	$15K	Buy	3,269 +193	+6%	+$899	0.01%	393
2014 Q4	$14K	Sell	3,076 -243	-7%	-$1.18K	0.01%	399
2014 Q3	$17K	Hold	3,319	–	–	0.01%	355
2014 Q2	$17K	Buy	3,319 +243	+8%	+$1.26K	0.01%	370
2014 Q1	$16K	Hold	3,076	–	–	0.01%	350
2013 Q4	$16K	Hold	3,076	–	–	0.01%	359
2013 Q3	$15K	Buy	3,076 +2,815	+1,079%	+$12.7K	0.01%	323
2013 Q2	$1K	Buy	+261	New	+$908	﹤0.01%	660

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

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

Renaissance Technologies New York $72.6B AUM 54.88% 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

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

TCI Wealth Advisors's LYG Position: Q2 2019 in Review

TCI Wealth Advisors sold out of Lloyds Banking Group (LYG) in Q2 2019, closing a stake of 261 shares — an estimated $1K sold.

TCI Wealth Advisors first reported a position in LYG in Q2 2013 and held it in 24 quarters. The position peaked at $19K in Q2 2015. 305 funds tracked by Wall St. Rank hold LYG as of Q2 2019.

TCI Wealth Advisors reported no remaining Lloyds Banking Group position as of Q2 2019 after selling out during the quarter.
TCI Wealth Advisors sold 261 Lloyds Banking Group shares in Q2 2019, an estimated $1K.
TCI Wealth Advisors first reported a position in Lloyds Banking Group in Q2 2013 and held it in 24 quarters.
TCI Wealth Advisors's Lloyds Banking Group position peaked at $19K in Q2 2015.
305 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2019.

Based on TCI Wealth Advisors's 13F filing for Q2 2019, filed 23 Jul 2019.