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Wilbanks Smith & Thomas Asset Management’s Lloyds Banking Group LYG Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-5,162
Closed -$16K – 906
2018
Q3 		$16K Buy
+5,162
New +$16.5K ﹤0.01% 941

Other funds holding LYG

Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's LYG Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Lloyds Banking Group (LYG) in Q4 2018, closing a stake of 5,162 shares — an estimated $16K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in LYG in Q3 2018 and held it in 1 quarter. The position peaked at $16K in Q3 2018. 285 funds tracked by Wall St. Rank hold LYG as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Lloyds Banking Group position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 5,162 Lloyds Banking Group shares in Q4 2018, an estimated $16K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Lloyds Banking Group in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Lloyds Banking Group position peaked at $16K in Q3 2018.
  • 285 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.