SSWM
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Sheets Smith Wealth Management’s Live Oak Bancshares LOB Stock Holding History

Sheets Smith Wealth Management’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
2018
Q3 		– Sell
-15,334
Closed -$470K – 344
2018
Q2 		$470K Buy
15,334
+3,173
+26% +$93K 0.11% 203
2018
Q1 		$338K Buy
12,161
+181
+2% +$4.78K 0.08% 239
2017
Q4 		$286K Buy
11,980
+110
+0.9% +$2.66K 0.07% 271
2017
Q3 		$278K Sell
11,870
-108
-0.9% -$2.52K 0.07% 267
2017
Q2 		$290K Sell
11,978
-426
-3% -$10.2K 0.08% 238
2017
Q1 		$269K Buy
+12,404
New +$263K 0.07% 249

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 $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Basswood Capital Management New York $1.96B AUM 19.53% 1-Year Est. Return
EMFAT
Emerald Mutual Fund Advisers Trust Leola, Pennsylvania $2.06B AUM 106.87% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 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
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.61B AUM 18.93% 1-Year Est. Return