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Wilmington Funds Management’s Lloyds Banking Group LYG Stock Holding History

Wilmington Funds 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
2014
Q2 		$426K Hold
82,972
– – 0.04% 408
2014
Q1 		$422K Sell
82,972
-18,427
-18% -$100K 0.05% 413
2013
Q4 		$539K Sell
101,399
-13,485
-12% -$67.6K 0.05% 369
2013
Q3 		$553K Hold
114,884
– – 0.05% 358
2013
Q2 		$441K Buy
+114,884
New +$400K 0.04% 408

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 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

Wilmington Funds Management's LYG Position: Q2 2014 in Review

Wilmington Funds Management held its Lloyds Banking Group (LYG) position steady in Q2 2014 at 82,972 shares worth $426K. The position accounts for 0.04% of the portfolio, ranked #408.

Wilmington Funds Management first reported a position in LYG in Q2 2013 and has held it in 5 quarters since. The position peaked at $553K in Q3 2013. 151 funds tracked by Wall St. Rank hold LYG as of Q2 2014.

  • Wilmington Funds Management held 82,972 shares of Lloyds Banking Group worth $426K as of Q2 2014.
  • Wilmington Funds Management left its Lloyds Banking Group share count unchanged in Q2 2014.
  • Lloyds Banking Group made up 0.04% of Wilmington Funds Management's portfolio in Q2 2014, its #408 holding.
  • Wilmington Funds Management first reported a position in Lloyds Banking Group in Q2 2013 and has held it in 5 quarters since.
  • Wilmington Funds Management's Lloyds Banking Group position peaked at $553K in Q3 2013.
  • 151 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2014.

Based on Wilmington Funds Management's 13F filing for Q2 2014, filed 13 Aug 2014.