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Carmichael Hill & Associates’s Live Oak Bancshares LOB Stock Holding History

Carmichael Hill & Associates’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
Q1 		– Sell
-130
Closed -$2K – 709
2019
Q4 		$2K Buy
+130
New +$2.4K ﹤0.01% 634

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Carmichael Hill & Associates's LOB Position: Q1 2020 in Review

Carmichael Hill & Associates sold out of Live Oak Bancshares (LOB) in Q1 2020, closing a stake of 130 shares — an estimated $2K sold.

Carmichael Hill & Associates first reported a position in LOB in Q4 2019 and held it in 1 quarter. The position peaked at $2K in Q4 2019. 111 funds tracked by Wall St. Rank hold LOB as of Q1 2020.

  • Carmichael Hill & Associates reported no remaining Live Oak Bancshares position as of Q1 2020 after selling out during the quarter.
  • Carmichael Hill & Associates sold 130 Live Oak Bancshares shares in Q1 2020, an estimated $2K.
  • Carmichael Hill & Associates first reported a position in Live Oak Bancshares in Q4 2019 and held it in 1 quarter.
  • Carmichael Hill & Associates's Live Oak Bancshares position peaked at $2K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2020.

Based on Carmichael Hill & Associates's 13F filing for Q1 2020, filed 5 May 2020.