SCA
LOB icon

Secor Capital Advisors’s Live Oak Bancshares LOB Stock Holding History

Secor Capital 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
Q2 		– Sell
-21,870
Closed -$320K – 161
2019
Q1 		$320K Sell
21,870
-18,154
-45% -$279K 0.07% 323
2018
Q4 		$593K Buy
+40,024
New +$772K 0.08% 293
2018
Q2 		– Sell
-7,281
Closed -$202K – 582
2018
Q1 		$202K Buy
+7,281
New +$192K 0.02% 467

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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Secor Capital Advisors's LOB Position: Q2 2019 in Review

Secor Capital Advisors sold out of Live Oak Bancshares (LOB) in Q2 2019, closing a stake of 21,870 shares — an estimated $320K sold.

Secor Capital Advisors first reported a position in LOB in Q1 2018 and held it in 3 quarters. The position peaked at $593K in Q4 2018. 98 funds tracked by Wall St. Rank hold LOB as of Q2 2019.

  • Secor Capital Advisors reported no remaining Live Oak Bancshares position as of Q2 2019 after selling out during the quarter.
  • Secor Capital Advisors sold 21,870 Live Oak Bancshares shares in Q2 2019, an estimated $320K.
  • Secor Capital Advisors first reported a position in Live Oak Bancshares in Q1 2018 and held it in 3 quarters.
  • Secor Capital Advisors's Live Oak Bancshares position peaked at $593K in Q4 2018.
  • 98 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q2 2019.

Based on Secor Capital Advisors's 13F filing for Q2 2019.