Turner Investments’s Lloyds Banking Group LYG Stock Holding History

Turner Investments’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
2015 Q2	–	Sell	-89,850	Closed	-$420K	–	334
2015 Q1	$420K	Sell	89,850 -2,010	-2%	-$9.36K	0.08%	243
2014 Q4	$426K	Sell	91,860 -11,050	-11%	-$53.4K	0.05%	361
2014 Q3	$519K	Hold	102,910	–	–	0.03%	393
2014 Q2	$529K	Buy	102,910 +20,180	+24%	+$105K	0.02%	419
2014 Q1	$421K	Sell	82,730 -1,731	-2%	-$9.39K	0.01%	490
2013 Q4	$449K	Buy	84,461 +12,451	+17%	+$62.5K	0.01%	499
2013 Q3	$346K	Buy	72,010 +8,070	+13%	+$36.4K	0.01%	513
2013 Q2	$246K	Buy	+63,940	New	+$222K	﹤0.01%	567

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Turner Investments's LYG Position: Q2 2015 in Review

Turner Investments sold out of Lloyds Banking Group (LYG) in Q2 2015, closing a stake of 89,850 shares — an estimated $420K sold.

Turner Investments first reported a position in LYG in Q2 2013 and held it in 8 quarters. The position peaked at $529K in Q2 2014. 177 funds tracked by Wall St. Rank hold LYG as of Q2 2015.

Turner Investments reported no remaining Lloyds Banking Group position as of Q2 2015 after selling out during the quarter.
Turner Investments sold 89,850 Lloyds Banking Group shares in Q2 2015, an estimated $420K.
Turner Investments first reported a position in Lloyds Banking Group in Q2 2013 and held it in 8 quarters.
Turner Investments's Lloyds Banking Group position peaked at $529K in Q2 2014.
177 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2015.

Based on Turner Investments's 13F filing for Q2 2015, filed 12 Aug 2015.