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BlackRock Advisors’s Live Oak Bancshares LOB Stock Holding History

BlackRock 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
2016
Q4 		$133K Hold
7,175
– – ﹤0.01% 2903
2016
Q3 		$103K Buy
7,175
+376
+6% +$5.26K ﹤0.01% 3006
2016
Q2 		$96K Buy
6,799
+5,196
+324% +$79.2K ﹤0.01% 2982
2016
Q1 		$24K Hold
1,603
– – ﹤0.01% 3389
2015
Q4 		$23K Buy
1,603
+115
+8% +$1.77K ﹤0.01% 3455
2015
Q3 		$29K Buy
+1,488
New +$29.3K ﹤0.01% 3424

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

BlackRock Advisors's LOB Position: Q4 2016 in Review

BlackRock Advisors held its Live Oak Bancshares (LOB) position steady in Q4 2016 at 7,175 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #2903.

BlackRock Advisors first reported a position in LOB in Q3 2015 and has held it in 6 quarters since. 70 funds tracked by Wall St. Rank hold LOB as of Q4 2016.

  • BlackRock Advisors held 7,175 shares of Live Oak Bancshares worth $133K as of Q4 2016.
  • BlackRock Advisors left its Live Oak Bancshares share count unchanged in Q4 2016.
  • Live Oak Bancshares made up ﹤0.01% of BlackRock Advisors's portfolio in Q4 2016, its #2903 holding.
  • BlackRock Advisors first reported a position in Live Oak Bancshares in Q3 2015 and has held it in 6 quarters since.
  • 70 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2016.

Based on BlackRock Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.