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Washington Trust Bank’s Live Oak Bancshares LOB Stock Holding History

Washington Trust Bank’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
2016
Q4 		– Sell
-83
Closed -$1K – 1069
2016
Q3 		$1K Buy
+83
New +$1.16K ﹤0.01% 900

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Vanguard Group
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BFA
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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
State Street
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BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
KPCM
Kings Point Capital Management Great Neck, New York $1.15B AUM 14.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Washington Trust Bank's LOB Position: Q4 2016 in Review

Washington Trust Bank sold out of Live Oak Bancshares (LOB) in Q4 2016, closing a stake of 83 shares — an estimated $1K sold.

Washington Trust Bank first reported a position in LOB in Q3 2016 and held it in 1 quarter. The position peaked at $1K in Q3 2016. 70 funds tracked by Wall St. Rank hold LOB as of Q4 2016.

  • Washington Trust Bank reported no remaining Live Oak Bancshares position as of Q4 2016 after selling out during the quarter.
  • Washington Trust Bank sold 83 Live Oak Bancshares shares in Q4 2016, an estimated $1K.
  • Washington Trust Bank first reported a position in Live Oak Bancshares in Q3 2016 and held it in 1 quarter.
  • Washington Trust Bank's Live Oak Bancshares position peaked at $1K in Q3 2016.
  • 70 funds tracked by Wall St. Rank held Live Oak Bancshares as of Q4 2016.

Based on Washington Trust Bank's 13F filing for Q4 2016, filed 17 Jan 2017.