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1st Global Advisors’s Live Oak Bancshares LOB Stock Holding History

1st Global Advisors’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,014
Closed -$185K – 524
2016
Q4 		$185K Sell
10,014
-166
-2% -$2.75K 0.02% 498
2016
Q3 		$147K Buy
10,180
+83
+0.8% +$1.16K 0.02% 507
2016
Q2 		$142K Buy
+10,097
New +$154K 0.02% 489

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
KPCM
Kings Point Capital Management Great Neck, New York $1.15B AUM 14.8% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return

1st Global Advisors's LOB Position: Q1 2017 in Review

1st Global Advisors sold out of Live Oak Bancshares (LOB) in Q1 2017, closing a stake of 10,014 shares — an estimated $185K sold.

1st Global Advisors first reported a position in LOB in Q2 2016 and held it in 3 quarters. The position peaked at $185K in Q4 2016. 73 funds tracked by Wall St. Rank hold LOB as of Q1 2017.

  • 1st Global Advisors reported no remaining Live Oak Bancshares position as of Q1 2017 after selling out during the quarter.
  • 1st Global Advisors sold 10,014 Live Oak Bancshares shares in Q1 2017, an estimated $185K.
  • 1st Global Advisors first reported a position in Live Oak Bancshares in Q2 2016 and held it in 3 quarters.
  • 1st Global Advisors's Live Oak Bancshares position peaked at $185K in Q4 2016.
  • 73 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2017.

Based on 1st Global Advisors's 13F filing for Q1 2017, filed 9 May 2017.