FMA
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FNY Managed Accounts’s Live Oak Bancshares LOB Stock Holding History

FNY Managed Accounts’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
-2,800
Closed -$65K – 747
2017
Q3 		$65K Buy
+2,800
New +$65.4K 0.09% 143

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
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return

FNY Managed Accounts's LOB Position: Q4 2017 in Review

FNY Managed Accounts sold out of Live Oak Bancshares (LOB) in Q4 2017, closing a stake of 2,800 shares — an estimated $65K sold.

FNY Managed Accounts first reported a position in LOB in Q3 2017 and held it in 1 quarter. The position peaked at $65K in Q3 2017. 92 funds tracked by Wall St. Rank hold LOB as of Q4 2017.

  • FNY Managed Accounts reported no remaining Live Oak Bancshares position as of Q4 2017 after selling out during the quarter.
  • FNY Managed Accounts sold 2,800 Live Oak Bancshares shares in Q4 2017, an estimated $65K.
  • FNY Managed Accounts first reported a position in Live Oak Bancshares in Q3 2017 and held it in 1 quarter.
  • FNY Managed Accounts's Live Oak Bancshares position peaked at $65K in Q3 2017.
  • 92 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2017.

Based on FNY Managed Accounts's 13F filing for Q4 2017, filed 23 Jan 2018.