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Winfield Associates’s Lloyds Banking Group LYG Stock Holding History

Winfield Associates’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
Q1 		– Sell
-5,395
Closed -$21K – 415
2017
Q4 		$21K Hold
5,395
– – 0.01% 296
2017
Q3 		$20K Hold
5,395
– – 0.01% 294
2017
Q2 		$19K Buy
5,395
+525
+11% +$1.86K 0.01% 303
2017
Q1 		$17K Buy
4,870
+310
+7% +$1.04K 0.01% 292
2016
Q4 		$14K Buy
4,560
+3,035
+199% +$8.88K 0.01% 318
2016
Q3 		$4K Sell
1,525
-1,680
-52% -$4.99K ﹤0.01% 433
2016
Q2 		$10K Sell
3,205
-515
-14% -$2.02K 0.01% 327
2016
Q1 		$15K Buy
+3,720
New +$14.4K 0.01% 268

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Winfield Associates's LYG Position: Q1 2018 in Review

Winfield Associates sold out of Lloyds Banking Group (LYG) in Q1 2018, closing a stake of 5,395 shares — an estimated $21K sold.

Winfield Associates first reported a position in LYG in Q1 2016 and held it in 8 quarters. The position peaked at $21K in Q4 2017. 262 funds tracked by Wall St. Rank hold LYG as of Q1 2018.

  • Winfield Associates reported no remaining Lloyds Banking Group position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 5,395 Lloyds Banking Group shares in Q1 2018, an estimated $21K.
  • Winfield Associates first reported a position in Lloyds Banking Group in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's Lloyds Banking Group position peaked at $21K in Q4 2017.
  • 262 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.