Capstone Investment Advisors
LOB icon

Capstone Investment Advisors’s Live Oak Bancshares LOB Stock Holding History

Capstone Investment 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
2017
Q4 		– Sell
-19,573
Closed -$458K – 586
2017
Q3 		$458K Buy
+19,573
New +$457K 0.02% 322

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Capstone Investment Advisors's LOB Position: Q4 2017 in Review

Capstone Investment Advisors sold out of Live Oak Bancshares (LOB) in Q4 2017, closing a stake of 19,573 shares — an estimated $458K sold.

Capstone Investment Advisors first reported a position in LOB in Q3 2017 and held it in 1 quarter. The position peaked at $458K in Q3 2017. 92 funds tracked by Wall St. Rank hold LOB as of Q4 2017.

  • Capstone Investment Advisors reported no remaining Live Oak Bancshares position as of Q4 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 19,573 Live Oak Bancshares shares in Q4 2017, an estimated $458K.
  • Capstone Investment Advisors first reported a position in Live Oak Bancshares in Q3 2017 and held it in 1 quarter.
  • Capstone Investment Advisors's Live Oak Bancshares position peaked at $458K in Q3 2017.
  • 92 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2017.

Based on Capstone Investment Advisors's 13F filing for Q4 2017, filed 14 Feb 2018.