LA
LOB icon

Legacy Advisors’s Live Oak Bancshares LOB Stock Holding History

Legacy 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
2019
Q3 		– Sell
-5,500
Closed -$94K – 231
2019
Q2 		$94K Hold
5,500
– – 0.06% 165
2019
Q1 		$80K Buy
+5,500
New +$84.5K 0.03% 173
2018
Q4 		– Sell
-5,500
Closed -$147K – 267
2018
Q3 		$147K Hold
5,500
– – 0.07% 158
2018
Q2 		$169K Hold
5,500
– – 0.13% 97
2018
Q1 		$157K Buy
+5,500
New +$145K 0.12% 92

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Legacy Advisors's LOB Position: Q3 2019 in Review

Legacy Advisors sold out of Live Oak Bancshares (LOB) in Q3 2019, closing a stake of 5,500 shares — an estimated $94K sold.

Legacy Advisors first reported a position in LOB in Q1 2018 and held it in 5 quarters. The position peaked at $169K in Q2 2018. 97 funds tracked by Wall St. Rank hold LOB as of Q3 2019.

  • Legacy Advisors reported no remaining Live Oak Bancshares position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 5,500 Live Oak Bancshares shares in Q3 2019, an estimated $94K.
  • Legacy Advisors first reported a position in Live Oak Bancshares in Q1 2018 and held it in 5 quarters.
  • Legacy Advisors's Live Oak Bancshares position peaked at $169K in Q2 2018.
  • 97 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.