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Trutina Financial’s Lloyds Banking Group LYG Stock Holding History

Trutina Financial’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
2014
Q2 		– Sell
-1,662
Closed -$8K – 155
2014
Q1 		$8K Buy
+1,662
New +$9.02K 0.01% 256

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CGT
Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

Trutina Financial's LYG Position: Q2 2014 in Review

Trutina Financial sold out of Lloyds Banking Group (LYG) in Q2 2014, closing a stake of 1,662 shares — an estimated $8K sold.

Trutina Financial first reported a position in LYG in Q1 2014 and held it in 1 quarter. The position peaked at $8K in Q1 2014. 151 funds tracked by Wall St. Rank hold LYG as of Q2 2014.

  • Trutina Financial reported no remaining Lloyds Banking Group position as of Q2 2014 after selling out during the quarter.
  • Trutina Financial sold 1,662 Lloyds Banking Group shares in Q2 2014, an estimated $8K.
  • Trutina Financial first reported a position in Lloyds Banking Group in Q1 2014 and held it in 1 quarter.
  • Trutina Financial's Lloyds Banking Group position peaked at $8K in Q1 2014.
  • 151 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2014.

Based on Trutina Financial's 13F filing for Q2 2014, filed 14 Aug 2014.