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American Financial Group’s Live Oak Bancshares LOB Stock Holding History

American Financial Group’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
2016
Q4 		– Sell
-11,634
Closed -$168K – 127
2016
Q3 		$168K Hold
11,634
– – 0.01% 147
2016
Q2 		$164K Hold
11,634
– – 0.01% 147
2016
Q1 		$175K Hold
11,634
– – 0.01% 150
2015
Q4 		$165K Buy
+11,634
New +$180K 0.01% 151

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KPCM
Kings Point Capital Management Great Neck, New York $1.15B AUM 14.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

American Financial Group's LOB Position: Q4 2016 in Review

American Financial Group sold out of Live Oak Bancshares (LOB) in Q4 2016, closing a stake of 11,634 shares — an estimated $168K sold.

American Financial Group first reported a position in LOB in Q4 2015 and held it in 4 quarters. The position peaked at $175K in Q1 2016. 70 funds tracked by Wall St. Rank hold LOB as of Q4 2016.

  • American Financial Group reported no remaining Live Oak Bancshares position as of Q4 2016 after selling out during the quarter.
  • American Financial Group sold 11,634 Live Oak Bancshares shares in Q4 2016, an estimated $168K.
  • American Financial Group first reported a position in Live Oak Bancshares in Q4 2015 and held it in 4 quarters.
  • American Financial Group's Live Oak Bancshares position peaked at $175K in Q1 2016.
  • 70 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2016.

Based on American Financial Group's 13F filing for Q4 2016, filed 10 Feb 2017.