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Berman Capital Advisors’s Live Oak Bancshares LOB Stock Holding History

Berman Capital 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
2021
Q1 		– Sell
-6
Closed – – 1840
2020
Q4 		$0 Buy
+6
New +$240 ﹤0.01% 1757

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return

Berman Capital Advisors's LOB Position: Q1 2021 in Review

Berman Capital Advisors sold out of Live Oak Bancshares (LOB) in Q1 2021, closing a stake of 6 shares.

Berman Capital Advisors first reported a position in LOB in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 166 funds tracked by Wall St. Rank hold LOB as of Q1 2021.

  • Berman Capital Advisors reported no remaining Live Oak Bancshares position as of Q1 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 6 Live Oak Bancshares shares in Q1 2021.
  • Berman Capital Advisors first reported a position in Live Oak Bancshares in Q4 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Live Oak Bancshares position peaked at $0 in Q4 2020.
  • 166 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2021.

Based on Berman Capital Advisors's 13F filing for Q1 2021, filed 11 May 2021.