TD Ameritrade Investment Management’s Lloyds Banking Group LYG Stock Holding History

TD Ameritrade Investment Management’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
2020 Q1	–	Sell	-4,603	Closed	-$15K	–	639
2019 Q4	$15K	Sell	4,603 -4,592	-50%	-$13.9K	﹤0.01%	413
2019 Q3	$24K	Buy	9,195 +2,965	+48%	+$7.69K	﹤0.01%	364
2019 Q2	$18K	Buy	6,230 +944	+18%	+$2.92K	﹤0.01%	341
2019 Q1	$17K	Sell	5,286 -439	-8%	-$1.34K	﹤0.01%	314
2018 Q4	$15K	Buy	5,725 +749	+15%	+$2.13K	﹤0.01%	315
2018 Q3	$15K	Buy	4,976 +4,656	+1,455%	+$14.9K	﹤0.01%	299
2018 Q2	$1K	Buy	+320	New	+$1.14K	﹤0.01%	428

Other funds holding LYG

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

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

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

MIP

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

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

SCCM

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

PPA

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

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

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

TD Ameritrade Investment Management's LYG Position: Q1 2020 in Review

TD Ameritrade Investment Management sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 4,603 shares — an estimated $15K sold.

TD Ameritrade Investment Management first reported a position in LYG in Q2 2018 and held it in 7 quarters. The position peaked at $24K in Q3 2019. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

TD Ameritrade Investment Management reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
TD Ameritrade Investment Management sold 4,603 Lloyds Banking Group shares in Q1 2020, an estimated $15K.
TD Ameritrade Investment Management first reported a position in Lloyds Banking Group in Q2 2018 and held it in 7 quarters.
TD Ameritrade Investment Management's Lloyds Banking Group position peaked at $24K in Q3 2019.
298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on TD Ameritrade Investment Management's 13F filing for Q1 2020, filed 13 May 2020.