WFG Advisors’s Lloyds Banking Group LYG Stock Holding History

WFG Advisors’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 Q1	–	Sell	-64	Closed	–	–	1941
2014 Q4	$0	Sell	64 -926	-94%	-$4.48K	﹤0.01%	2175
2014 Q3	$5K	Hold	990	–	–	﹤0.01%	1666
2014 Q2	$5K	Hold	990	–	–	﹤0.01%	1662
2014 Q1	$5K	Hold	990	–	–	﹤0.01%	1622
2013 Q4	$5K	Hold	990	–	–	﹤0.01%	1753
2013 Q3	$5K	Hold	990	–	–	﹤0.01%	1737
2013 Q2	$4K	Buy	+990	New	+$3.44K	﹤0.01%	1725

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

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

TIM

Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

WFG Advisors's LYG Position: Q1 2015 in Review

WFG Advisors sold out of Lloyds Banking Group (LYG) in Q1 2015, closing a stake of 64 shares.

WFG Advisors first reported a position in LYG in Q2 2013 and held it in 7 quarters. The position peaked at $5K in Q3 2014. 177 funds tracked by Wall St. Rank hold LYG as of Q1 2015.

WFG Advisors reported no remaining Lloyds Banking Group position as of Q1 2015 after selling out during the quarter.
WFG Advisors sold 64 Lloyds Banking Group shares in Q1 2015.
WFG Advisors first reported a position in Lloyds Banking Group in Q2 2013 and held it in 7 quarters.
WFG Advisors's Lloyds Banking Group position peaked at $5K in Q3 2014.
177 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.