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Jolley Asset Management’s Live Oak Bancshares LOB Stock Holding History

Jolley 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
2018
Q3 		– Sell
-500
Closed -$15K – 123
2018
Q2 		$15K Hold
500
– – 0.01% 136
2018
Q1 		$14K Hold
500
– – 0.01% 145
2017
Q4 		$12K Hold
500
– – 0.01% 142
2017
Q3 		$12K Hold
500
– – 0.01% 139
2017
Q2 		$12K Hold
500
– – 0.01% 142
2017
Q1 		$11K Hold
500
– – 0.01% 130
2016
Q4 		$9K Buy
+500
New +$8.3K 0.01% 135

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
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 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
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 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

Jolley Asset Management's LOB Position: Q3 2018 in Review

Jolley Asset Management sold out of Live Oak Bancshares (LOB) in Q3 2018, closing a stake of 500 shares — an estimated $15K sold.

Jolley Asset Management first reported a position in LOB in Q4 2016 and held it in 7 quarters. The position peaked at $15K in Q2 2018. 102 funds tracked by Wall St. Rank hold LOB as of Q3 2018.

  • Jolley Asset Management reported no remaining Live Oak Bancshares position as of Q3 2018 after selling out during the quarter.
  • Jolley Asset Management sold 500 Live Oak Bancshares shares in Q3 2018, an estimated $15K.
  • Jolley Asset Management first reported a position in Live Oak Bancshares in Q4 2016 and held it in 7 quarters.
  • Jolley Asset Management's Live Oak Bancshares position peaked at $15K in Q2 2018.
  • 102 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2018.

Based on Jolley Asset Management's 13F filing for Q3 2018, filed 18 Oct 2018.