WealthStone’s Lloyds Banking Group LYG Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-186	Closed	-$528	–	365
2019 Q2	$528	Buy	+186	New	+$575	﹤0.01%	861

Other funds holding LYG

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

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

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

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

WealthStone's LYG Position: Q3 2019 in Review

WealthStone sold out of Lloyds Banking Group (LYG) in Q3 2019, closing a stake of 186 shares — an estimated $528 sold.

WealthStone first reported a position in LYG in Q2 2019 and held it in 1 quarter. The position peaked at $528 in Q2 2019. 296 funds tracked by Wall St. Rank hold LYG as of Q3 2019.

WealthStone reported no remaining Lloyds Banking Group position as of Q3 2019 after selling out during the quarter.
WealthStone sold 186 Lloyds Banking Group shares in Q3 2019, an estimated $528.
WealthStone first reported a position in Lloyds Banking Group in Q2 2019 and held it in 1 quarter.
WealthStone's Lloyds Banking Group position peaked at $528 in Q2 2019.
296 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.