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Nationwide Fund Advisors’s Live Oak Bancshares LOB Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-11,989
Closed -$281K – 1165
2017
Q3 		$281K Buy
11,989
+720
+6% +$16.8K ﹤0.01% 2470
2017
Q2 		$273K Hold
11,269
– – ﹤0.01% 2489
2017
Q1 		$244K Sell
11,269
-1,148
-9% -$24.3K ﹤0.01% 2496
2016
Q4 		$230K Hold
12,417
– – ﹤0.01% 2535
2016
Q3 		$179K Hold
12,417
– – ﹤0.01% 2676
2016
Q2 		$175K Buy
12,417
+9,581
+338% +$146K ﹤0.01% 2673
2016
Q1 		$43K Buy
2,836
+489
+21% +$6.61K ﹤0.01% 3012
2015
Q4 		$33K Buy
2,347
+1,710
+268% +$26.4K ﹤0.01% 3036
2015
Q3 		$13K Buy
+637
New +$12.5K ﹤0.01% 3157

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

Nationwide Fund Advisors's LOB Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Live Oak Bancshares (LOB) in Q4 2017, closing a stake of 11,989 shares — an estimated $281K sold.

Nationwide Fund Advisors first reported a position in LOB in Q3 2015 and held it in 9 quarters. The position peaked at $281K in Q3 2017. 92 funds tracked by Wall St. Rank hold LOB as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Live Oak Bancshares position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 11,989 Live Oak Bancshares shares in Q4 2017, an estimated $281K.
  • Nationwide Fund Advisors first reported a position in Live Oak Bancshares in Q3 2015 and held it in 9 quarters.
  • Nationwide Fund Advisors's Live Oak Bancshares position peaked at $281K in Q3 2017.
  • 92 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.