WealthTrust-Arizona’s Lloyds Banking Group LYG Stock Holding History

WealthTrust-Arizona’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
2014 Q2	–	Sell	-142	Closed	-$1K	–	676
2014 Q1	$1K	Hold	142	–	–	﹤0.01%	644
2013 Q4	$1K	Sell	142 -51	-26%	-$256	﹤0.01%	614
2013 Q3	$1K	Hold	193	–	–	﹤0.01%	610
2013 Q2	$1K	Buy	+193	New	+$671	﹤0.01%	588

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

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

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

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

CCM

Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return

PPA

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

CGT

Capital Guardian Trust Los Angeles, California $7.42B AUM 13.6% 1-Year Est. Return

WealthTrust-Arizona's LYG Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Lloyds Banking Group (LYG) in Q2 2014, closing a stake of 142 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in LYG in Q2 2013 and held it in 4 quarters. The position peaked at $1K in Q1 2014. 151 funds tracked by Wall St. Rank hold LYG as of Q2 2014.

WealthTrust-Arizona reported no remaining Lloyds Banking Group position as of Q2 2014 after selling out during the quarter.
WealthTrust-Arizona sold 142 Lloyds Banking Group shares in Q2 2014, an estimated $1K.
WealthTrust-Arizona first reported a position in Lloyds Banking Group in Q2 2013 and held it in 4 quarters.
WealthTrust-Arizona's Lloyds Banking Group position peaked at $1K in Q1 2014.
151 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.