AIM
LOB icon

Assured Investment Management’s Live Oak Bancshares LOB Stock Holding History

Assured Investment Management’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
2019
Q1 		– Sell
-29,645
Closed -$439K – 1259
2018
Q4 		$439K Buy
+29,645
New +$571K 0.01% 699

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assured Investment Management's LOB Position: Q1 2019 in Review

Assured Investment Management sold out of Live Oak Bancshares (LOB) in Q1 2019, closing a stake of 29,645 shares — an estimated $439K sold.

Assured Investment Management first reported a position in LOB in Q4 2018 and held it in 1 quarter. The position peaked at $439K in Q4 2018. 111 funds tracked by Wall St. Rank hold LOB as of Q1 2019.

  • Assured Investment Management reported no remaining Live Oak Bancshares position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 29,645 Live Oak Bancshares shares in Q1 2019, an estimated $439K.
  • Assured Investment Management first reported a position in Live Oak Bancshares in Q4 2018 and held it in 1 quarter.
  • Assured Investment Management's Live Oak Bancshares position peaked at $439K in Q4 2018.
  • 111 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.