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Wealthfront’s Lloyds Banking Group LYG Stock Holding History

Wealthfront’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
Q4 		– Sell
-100
Closed – – 726
2015
Q3 		$0 Sell
100
-200
-67% -$1K ﹤0.01% 1360
2015
Q2 		$2K Buy
300
+100
+50% +$521 ﹤0.01% 1184
2015
Q1 		$1K Sell
200
-150
-43% -$699 ﹤0.01% 1110
2014
Q4 		$2K Buy
+350
New +$1.69K ﹤0.01% 610

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 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

Wealthfront's LYG Position: Q4 2015 in Review

Wealthfront sold out of Lloyds Banking Group (LYG) in Q4 2015, closing a stake of 100 shares.

Wealthfront first reported a position in LYG in Q4 2014 and held it in 4 quarters. The position peaked at $2K in Q2 2015. 197 funds tracked by Wall St. Rank hold LYG as of Q4 2015.

  • Wealthfront reported no remaining Lloyds Banking Group position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 100 Lloyds Banking Group shares in Q4 2015.
  • Wealthfront first reported a position in Lloyds Banking Group in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Lloyds Banking Group position peaked at $2K in Q2 2015.
  • 197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.