Capstone Financial Group’s Live Oak Bancshares LOB Stock Holding History

Capstone Financial 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
2020 Q3	$97K	Buy	+3,406	New	+$66.3K	0.08%	100

Other funds holding LOB

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

DCM

Driehaus Capital Management Chicago, Illinois $17.3B AUM 211.34% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $283M AUM 40.56% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capstone Financial Group's LOB Position: Q3 2020 in Review

Capstone Financial Group opened a new position in Live Oak Bancshares (LOB) in Q3 2020: 3,406 shares worth $97K. The stake represents 0.08% of the portfolio and ranks #100 among its holdings.

117 funds tracked by Wall St. Rank hold LOB as of Q3 2020.

Capstone Financial Group held 3,406 shares of Live Oak Bancshares worth $97K as of Q3 2020.
Live Oak Bancshares was a new Capstone Financial Group position in Q3 2020.
Live Oak Bancshares made up 0.08% of Capstone Financial Group's portfolio in Q3 2020, its #100 holding.
117 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2020.

Based on Capstone Financial Group's 13F filing for Q3 2020, filed 9 Oct 2020.