Yorktown Management & Research Company’s Lloyds Banking Group LYG Stock Holding History

Yorktown Management & Research Company’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
2016 Q3	–	Sell	-20,000	Closed	-$59K	–	311
2016 Q2	$59K	Hold	20,000	–	–	0.01%	305
2016 Q1	$79K	Hold	20,000	–	–	0.02%	360
2015 Q4	$87K	Hold	20,000	–	–	0.02%	387
2015 Q3	$92K	Buy	+20,000	New	+$100K	0.02%	448
2014 Q3	–	Sell	-45,000	Closed	-$231K	–	483
2014 Q2	$231K	Hold	45,000	–	–	0.04%	385
2014 Q1	$229K	Buy	+45,000	New	+$244K	0.04%	375

Other funds holding LYG

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BIM

BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

MIP

Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Yorktown Management & Research Company's LYG Position: Q3 2016 in Review

Yorktown Management & Research Company sold out of Lloyds Banking Group (LYG) in Q3 2016, closing a stake of 20,000 shares — an estimated $59K sold.

Yorktown Management & Research Company first reported a position in LYG in Q1 2014 and held it in 6 quarters. The position peaked at $231K in Q2 2014. 197 funds tracked by Wall St. Rank hold LYG as of Q3 2016.

Yorktown Management & Research Company reported no remaining Lloyds Banking Group position as of Q3 2016 after selling out during the quarter.
Yorktown Management & Research Company sold 20,000 Lloyds Banking Group shares in Q3 2016, an estimated $59K.
Yorktown Management & Research Company first reported a position in Lloyds Banking Group in Q1 2014 and held it in 6 quarters.
Yorktown Management & Research Company's Lloyds Banking Group position peaked at $231K in Q2 2014.
197 funds tracked by Wall St. Rank held Lloyds Banking Group as of Q3 2016.

Based on Yorktown Management & Research Company's 13F filing for Q3 2016, filed 31 Oct 2016.