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Wealthspire Advisors (Maryland)’s Lloyds Banking Group LYG Stock Holding History

Wealthspire Advisors (Maryland)’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
Q2 		– Sell
-10,802
Closed -$16K – 464
2020
Q1 		$16K Sell
10,802
-2,286
-17% -$5.89K ﹤0.01% 430
2019
Q4 		$43K Buy
13,088
+2,881
+28% +$8.71K ﹤0.01% 493
2019
Q3 		$27K Buy
+10,207
New +$26.5K ﹤0.01% 463
2019
Q2 		– Sell
-5,625
Closed -$18K – 1343
2019
Q1 		$18K Buy
5,625
+3,890
+224% +$11.9K ﹤0.01% 1320
2018
Q4 		$4K Sell
1,735
-6,946
-80% -$19.7K ﹤0.01% 1832
2018
Q3 		$26K Sell
8,681
-2,329
-21% -$7.47K ﹤0.01% 1202
2018
Q2 		$37K Buy
11,010
+2,007
+22% +$7.13K ﹤0.01% 1087
2018
Q1 		$33K Sell
9,003
-421
-4% -$1.63K ﹤0.01% 1134
2017
Q4 		$35K Sell
9,424
-371
-4% -$1.34K ﹤0.01% 1145
2017
Q3 		$36K Sell
9,795
-1,152
-11% -$4.01K ﹤0.01% 1098
2017
Q2 		$39K Buy
10,947
+3,353
+44% +$11.9K ﹤0.01% 1028
2017
Q1 		$26K Buy
7,594
+6,196
+443% +$20.9K ﹤0.01% 997
2016
Q4 		$4K Sell
1,398
-289
-17% -$846 ﹤0.01% 1422
2016
Q3 		$5K Sell
1,687
-2,279
-57% -$6.77K ﹤0.01% 1389
2016
Q2 		$12K Buy
3,966
+52
+1% +$204 ﹤0.01% 1162
2016
Q1 		$15K Sell
3,914
-91
-2% -$352 ﹤0.01% 1068
2015
Q4 		$17K Buy
+4,005
New +$18.2K ﹤0.01% 1020

Other funds holding LYG

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MIS
Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LYG Position: Q2 2020 in Review

Wealthspire Advisors (Maryland) sold out of Lloyds Banking Group (LYG) in Q2 2020, closing a stake of 10,802 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in LYG in Q4 2015 and held it in 17 quarters. The position peaked at $43K in Q4 2019. 228 funds tracked by Wall St. Rank hold LYG as of Q2 2020.

  • Wealthspire Advisors (Maryland) reported no remaining Lloyds Banking Group position as of Q2 2020 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10,802 Lloyds Banking Group shares in Q2 2020, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Lloyds Banking Group in Q4 2015 and held it in 17 quarters.
  • Wealthspire Advisors (Maryland)'s Lloyds Banking Group position peaked at $43K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2020, filed 14 Aug 2020.