Laurel Wealth Advisors (North Carolina)’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Laurel Wealth Advisors (North Carolina)’s Portfolio LBC Stock Details LBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-2,000	Closed	-$23K	–	548
2019 Q3	$23K	Hold	2,000	–	–	0.01%	310
2019 Q2	$22K	Hold	2,000	–	–	0.01%	311
2019 Q1	$20K	Buy	+2,000	New	+$20K	0.01%	311

Other funds holding LBC

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BGIM

Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s LBC Position: Q4 2019 in Review

Laurel Wealth Advisors (North Carolina) sold out of Luther Burbank Corporation Common Stock (LBC) in Q4 2019, closing a stake of 2,000 shares — an estimated $23K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in LBC in Q1 2019 and held it in 3 quarters. The position peaked at $23K in Q3 2019. 82 funds tracked by Wall St. Rank hold LBC as of Q4 2019.

Laurel Wealth Advisors (North Carolina) reported no remaining Luther Burbank Corporation Common Stock position as of Q4 2019 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 2,000 Luther Burbank Corporation Common Stock shares in Q4 2019, an estimated $23K.
Laurel Wealth Advisors (North Carolina) first reported a position in Luther Burbank Corporation Common Stock in Q1 2019 and held it in 3 quarters.
Laurel Wealth Advisors (North Carolina)'s Luther Burbank Corporation Common Stock position peaked at $23K in Q3 2019.
82 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q4 2019.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2019, filed 31 Jan 2020.