FGAM
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Financial Gravity Asset Management’s Live Oak Bancshares LOB Stock Holding History

Financial Gravity Asset Management’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
2019
Q4 		– Sell
-13
Closed – – 1580
2019
Q3 		$0 Hold
13
– – ﹤0.01% 1407
2019
Q2 		$0 Hold
13
– – ﹤0.01% 1482
2019
Q1 		$0 Buy
+13
New +$200 ﹤0.01% 1442

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
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 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

Financial Gravity Asset Management's LOB Position: Q4 2019 in Review

Financial Gravity Asset Management sold out of Live Oak Bancshares (LOB) in Q4 2019, closing a stake of 13 shares.

Financial Gravity Asset Management first reported a position in LOB in Q1 2019 and held it in 3 quarters. The position peaked at $0 in Q3 2019. 110 funds tracked by Wall St. Rank hold LOB as of Q4 2019.

  • Financial Gravity Asset Management reported no remaining Live Oak Bancshares position as of Q4 2019 after selling out during the quarter.
  • Financial Gravity Asset Management sold 13 Live Oak Bancshares shares in Q4 2019.
  • Financial Gravity Asset Management first reported a position in Live Oak Bancshares in Q1 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's Live Oak Bancshares position peaked at $0 in Q3 2019.
  • 110 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.