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BlackRock Group’s Live Oak Bancshares LOB Stock Holding History

BlackRock 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 		$127K Buy
6,866
+1,470
+27% +$24.4K ﹤0.01% 2779
2016
Q3 		$77K Buy
5,396
+630
+13% +$8.81K ﹤0.01% 2858
2016
Q2 		$67K Buy
4,766
+3,143
+194% +$47.9K ﹤0.01% 2871
2016
Q1 		$24K Buy
+1,623
New +$21.9K ﹤0.01% 3017

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 Group's LOB Position: Q4 2016 in Review

BlackRock Group increased its Live Oak Bancshares (LOB) stake by 27% in Q4 2016, buying an estimated $24.4K and bringing the position to 6,866 shares worth $127K. The position accounts for ﹤0.01% of the portfolio, ranked #2779.

BlackRock Group first reported a position in LOB in Q1 2016 and has held it in 4 quarters since. 70 funds tracked by Wall St. Rank hold LOB as of Q4 2016.

  • BlackRock Group held 6,866 shares of Live Oak Bancshares worth $127K as of Q4 2016.
  • BlackRock Group bought 1,470 Live Oak Bancshares shares in Q4 2016, an estimated $24.4K.
  • Live Oak Bancshares made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2779 holding.
  • BlackRock Group first reported a position in Live Oak Bancshares in Q1 2016 and has held it in 4 quarters since.
  • 70 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2016.

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