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YorkBridge Wealth Partners’s Lloyds Banking Group LYG Stock Holding History

YorkBridge Wealth Partners’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
2017
Q2 		– Sell
-824
Closed -$3K – 892
2017
Q1 		$3K Hold
824
– – ﹤0.01% 733
2016
Q4 		$2K Buy
+824
New +$2.41K ﹤0.01% 765

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Northern Trust
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Bank of America
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

YorkBridge Wealth Partners's LYG Position: Q2 2017 in Review

YorkBridge Wealth Partners sold out of Lloyds Banking Group (LYG) in Q2 2017, closing a stake of 824 shares — an estimated $3K sold.

YorkBridge Wealth Partners first reported a position in LYG in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 213 funds tracked by Wall St. Rank hold LYG as of Q2 2017.

  • YorkBridge Wealth Partners reported no remaining Lloyds Banking Group position as of Q2 2017 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 824 Lloyds Banking Group shares in Q2 2017, an estimated $3K.
  • YorkBridge Wealth Partners first reported a position in Lloyds Banking Group in Q4 2016 and held it in 2 quarters.
  • YorkBridge Wealth Partners's Lloyds Banking Group position peaked at $3K in Q1 2017.
  • 213 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q2 2017.

Based on YorkBridge Wealth Partners's 13F filing for Q2 2017, filed 14 Aug 2017.