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Wright Investors Service’s Lloyds Banking Group LYG Stock Holding History

Wright Investors Service’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
Q3 		– Sell
-174,795
Closed -$898K – 210
2014
Q2 		$898K Sell
174,795
-179,860
-51% -$933K 0.41% 83
2014
Q1 		$1.8M Sell
354,655
-20,070
-5% -$109K 0.81% 30
2013
Q4 		$1.99M Buy
374,725
+90,600
+32% +$454K 0.88% 28
2013
Q3 		$1.37M Sell
284,125
-45,895
-14% -$207K 0.62% 48
2013
Q2 		$1.27M Buy
+330,020
New +$1.15M 0.6% 47

Other funds holding LYG

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
TIM
Thornburg Investment Management Santa Fe, New Mexico $10.5B AUM 30.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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

Wright Investors Service's LYG Position: Q3 2014 in Review

Wright Investors Service sold out of Lloyds Banking Group (LYG) in Q3 2014, closing a stake of 174,795 shares — an estimated $898K sold.

Wright Investors Service first reported a position in LYG in Q2 2013 and held it in 5 quarters. The position peaked at $1.99M in Q4 2013. 158 funds tracked by Wall St. Rank hold LYG as of Q3 2014.

  • Wright Investors Service reported no remaining Lloyds Banking Group position as of Q3 2014 after selling out during the quarter.
  • Wright Investors Service sold 174,795 Lloyds Banking Group shares in Q3 2014, an estimated $898K.
  • Wright Investors Service first reported a position in Lloyds Banking Group in Q2 2013 and held it in 5 quarters.
  • Wright Investors Service's Lloyds Banking Group position peaked at $1.99M in Q4 2013.
  • 158 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2014.

Based on Wright Investors Service's 13F filing for Q3 2014, filed 14 Oct 2014.