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Avalon Investment & Advisory’s Live Oak Bancshares LOB Stock Holding History

Avalon Investment & Advisory’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
Q1 		– Sell
-60,863
Closed -$864K – 280
2015
Q4 		$864K Buy
+60,863
New +$939K 0.04% 166

Other funds holding LOB

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GC
Gratus Capital Atlanta, Georgia $2.5B AUM 32.89% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
KPCM
Kings Point Capital Management Great Neck, New York $1.15B AUM 14.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Avalon Investment & Advisory's LOB Position: Q1 2016 in Review

Avalon Investment & Advisory sold out of Live Oak Bancshares (LOB) in Q1 2016, closing a stake of 60,863 shares — an estimated $864K sold.

Avalon Investment & Advisory first reported a position in LOB in Q4 2015 and held it in 1 quarter. The position peaked at $864K in Q4 2015. 61 funds tracked by Wall St. Rank hold LOB as of Q1 2016.

  • Avalon Investment & Advisory reported no remaining Live Oak Bancshares position as of Q1 2016 after selling out during the quarter.
  • Avalon Investment & Advisory sold 60,863 Live Oak Bancshares shares in Q1 2016, an estimated $864K.
  • Avalon Investment & Advisory first reported a position in Live Oak Bancshares in Q4 2015 and held it in 1 quarter.
  • Avalon Investment & Advisory's Live Oak Bancshares position peaked at $864K in Q4 2015.
  • 61 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2016.

Based on Avalon Investment & Advisory's 13F filing for Q1 2016, filed 17 May 2016.