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Edge Advisors’s Live Oak Bancshares LOB Stock Holding History

Edge 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
2018
Q2 		$16K Hold
525
– – ﹤0.01% 661
2018
Q1 		$14K Hold
525
– – ﹤0.01% 680
2017
Q4 		$12K Hold
525
– – ﹤0.01% 725
2017
Q3 		$12K Hold
525
– – ﹤0.01% 711
2017
Q2 		$12K Hold
525
– – ﹤0.01% 725
2017
Q1 		$11K Hold
525
– – ﹤0.01% 746
2016
Q4 		$9K Buy
+525
New +$8.71K ﹤0.01% 705

Other funds holding LOB

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Edge Advisors's LOB Position: Q2 2018 in Review

Edge Advisors held its Live Oak Bancshares (LOB) position steady in Q2 2018 at 525 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Edge Advisors first reported a position in LOB in Q4 2016 and has held it in 7 quarters since. 110 funds tracked by Wall St. Rank hold LOB as of Q2 2018.

  • Edge Advisors held 525 shares of Live Oak Bancshares worth $16K as of Q2 2018.
  • Edge Advisors left its Live Oak Bancshares share count unchanged in Q2 2018.
  • Live Oak Bancshares made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #661 holding.
  • Edge Advisors first reported a position in Live Oak Bancshares in Q4 2016 and has held it in 7 quarters since.
  • 110 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.