BMO
LBAI

Beck Mack & Oliver’s Lakeland Bancorp Inc LBAI Stock Holding History

Beck Mack & Oliver’s Portfolio LBAI Stock Details LBAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-95,000
Closed -$1.05M – 327
2015
Q3 		$1.05M Hold
95,000
– – 0.03% 162
2015
Q2 		$1.13M Sell
95,000
-19,392
-17% -$225K 0.03% 161
2015
Q1 		$1.32M Hold
114,392
– – 0.03% 152
2014
Q4 		$1.34M Hold
114,392
– – 0.03% 153
2014
Q3 		$1.12M Buy
114,392
+40,787
+55% +$419K 0.03% 170
2014
Q2 		$795K Buy
+73,605
New +$765K 0.02% 201

Other funds holding LBAI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Beck Mack & Oliver's LBAI Position: Q4 2015 in Review

Beck Mack & Oliver sold out of Lakeland Bancorp Inc (LBAI) in Q4 2015, closing a stake of 95,000 shares — an estimated $1.05M sold.

Beck Mack & Oliver first reported a position in LBAI in Q2 2014 and held it in 6 quarters. The position peaked at $1.34M in Q4 2014. 100 funds tracked by Wall St. Rank hold LBAI as of Q4 2015.

  • Beck Mack & Oliver reported no remaining Lakeland Bancorp Inc position as of Q4 2015 after selling out during the quarter.
  • Beck Mack & Oliver sold 95,000 Lakeland Bancorp Inc shares in Q4 2015, an estimated $1.05M.
  • Beck Mack & Oliver first reported a position in Lakeland Bancorp Inc in Q2 2014 and held it in 6 quarters.
  • Beck Mack & Oliver's Lakeland Bancorp Inc position peaked at $1.34M in Q4 2014.
  • 100 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2015.

Based on Beck Mack & Oliver's 13F filing for Q4 2015, filed 1 Feb 2016.