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Tompkins Financial’s Live Oak Bancshares LOB Stock Holding History

Tompkins Financial’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
2020
Q1 		– Sell
-1,200
Closed -$23K – 435
2019
Q4 		$23K Buy
+1,200
New +$22.2K ﹤0.01% 307

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
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
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
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
ACL
Azora Capital LP Miami, Florida $1.52B AUM 39.16% 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

Tompkins Financial's LOB Position: Q1 2020 in Review

Tompkins Financial sold out of Live Oak Bancshares (LOB) in Q1 2020, closing a stake of 1,200 shares — an estimated $23K sold.

Tompkins Financial first reported a position in LOB in Q4 2019 and held it in 1 quarter. The position peaked at $23K in Q4 2019. 111 funds tracked by Wall St. Rank hold LOB as of Q1 2020.

  • Tompkins Financial reported no remaining Live Oak Bancshares position as of Q1 2020 after selling out during the quarter.
  • Tompkins Financial sold 1,200 Live Oak Bancshares shares in Q1 2020, an estimated $23K.
  • Tompkins Financial first reported a position in Live Oak Bancshares in Q4 2019 and held it in 1 quarter.
  • Tompkins Financial's Live Oak Bancshares position peaked at $23K in Q4 2019.
  • 111 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q1 2020.

Based on Tompkins Financial's 13F filing for Q1 2020, filed 22 Apr 2020.