Wellington Management Group
LBC

Wellington Management Group’s Luther Burbank Corporation Common Stock LBC Stock Holding History

Wellington Management 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
2018
Q1 		– Sell
-20,965
Closed -$252K – 2350
2017
Q4 		$252K Buy
+20,965
New +$252K ﹤0.01% 2155

Other funds holding LBC

BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MCM
Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
FCM
FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Wellington Management Group's LBC Position: Q1 2018 in Review

Wellington Management Group sold out of Luther Burbank Corporation Common Stock (LBC) in Q1 2018, closing a stake of 20,965 shares — an estimated $252K sold.

Wellington Management Group first reported a position in LBC in Q4 2017 and held it in 1 quarter. The position peaked at $252K in Q4 2017. 54 funds tracked by Wall St. Rank hold LBC as of Q1 2018.

  • Wellington Management Group reported no remaining Luther Burbank Corporation Common Stock position as of Q1 2018 after selling out during the quarter.
  • Wellington Management Group sold 20,965 Luther Burbank Corporation Common Stock shares in Q1 2018, an estimated $252K.
  • Wellington Management Group first reported a position in Luther Burbank Corporation Common Stock in Q4 2017 and held it in 1 quarter.
  • Wellington Management Group's Luther Burbank Corporation Common Stock position peaked at $252K in Q4 2017.
  • 54 funds tracked by Wall St. Rank held Luther Burbank Corporation Common Stock as of Q1 2018.

Based on Wellington Management Group's 13F filing for Q1 2018, filed 15 May 2018.