NFG
LBC

Next Financial Group’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Next Financial Group’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
2020
Q2 		– Sell
-309
Closed -$3K – 1985
2020
Q1 		$3K Hold
309
– – ﹤0.01% 1876
2019
Q4 		$4K Buy
+309
New +$3.52K ﹤0.01% 2043

Other funds holding LBC

BlackRock
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
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Next Financial Group's LBC Position: Q2 2020 in Review

Next Financial Group sold out of Luther Burbank Corporation Common Stock (LBC) in Q2 2020, closing a stake of 309 shares — an estimated $3K sold.

Next Financial Group first reported a position in LBC in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 68 funds tracked by Wall St. Rank hold LBC as of Q2 2020.

  • Next Financial Group reported no remaining Luther Burbank Corporation Common Stock position as of Q2 2020 after selling out during the quarter.
  • Next Financial Group sold 309 Luther Burbank Corporation Common Stock shares in Q2 2020, an estimated $3K.
  • Next Financial Group first reported a position in Luther Burbank Corporation Common Stock in Q4 2019 and held it in 2 quarters.
  • Next Financial Group's Luther Burbank Corporation Common Stock position peaked at $4K in Q4 2019.
  • 68 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.