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Wealthcare Capital Management’s Lloyds Banking Group LYG Stock Holding History

Wealthcare Capital 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
-1,340
Closed -$4K – 483
2019
Q4 		$4K Buy
+1,340
New +$4.05K ﹤0.01% 308
2015
Q2 		– Sell
-1,070
Closed -$5K – 669
2015
Q1 		$5K Buy
+1,070
New +$4.99K ﹤0.01% 635

Other funds holding LYG

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
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
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
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
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealthcare Capital Management's LYG Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Lloyds Banking Group (LYG) in Q1 2020, closing a stake of 1,340 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in LYG in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 298 funds tracked by Wall St. Rank hold LYG as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Lloyds Banking Group position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 1,340 Lloyds Banking Group shares in Q1 2020, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Lloyds Banking Group in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Lloyds Banking Group position peaked at $5K in Q1 2015.
  • 298 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.