Emerald Mutual Fund Advisers Trust’s Lakeland Bancorp Inc LBAI Stock Holding History

Emerald Mutual Fund Advisers Trust’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
2018 Q4	–	Sell	-65,781	Closed	-$1.19M	–	240
2018 Q3	$1.19M	Hold	65,781	–	–	0.04%	227
2018 Q2	$1.31M	Hold	65,781	–	–	0.05%	217
2018 Q1	$1.31M	Hold	65,781	–	–	0.05%	213
2017 Q4	$1.27M	Hold	65,781	–	–	0.05%	212
2017 Q3	$1.34M	Hold	65,781	–	–	0.06%	216
2017 Q2	$1.24M	Hold	65,781	–	–	0.05%	211
2017 Q1	$1.29M	Hold	65,781	–	–	0.06%	202
2016 Q4	$1.28M	Hold	65,781	–	–	0.06%	190
2016 Q3	$924K	Hold	65,781	–	–	0.05%	194
2016 Q2	$749K	Buy	+65,781	New	+$734K	0.04%	197

Other funds holding LBAI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's LBAI Position: Q4 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of Lakeland Bancorp Inc (LBAI) in Q4 2018, closing a stake of 65,781 shares — an estimated $1.19M sold.

Emerald Mutual Fund Advisers Trust first reported a position in LBAI in Q2 2016 and held it in 10 quarters. The position peaked at $1.34M in Q3 2017. 131 funds tracked by Wall St. Rank hold LBAI as of Q4 2018.

Emerald Mutual Fund Advisers Trust reported no remaining Lakeland Bancorp Inc position as of Q4 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 65,781 Lakeland Bancorp Inc shares in Q4 2018, an estimated $1.19M.
Emerald Mutual Fund Advisers Trust first reported a position in Lakeland Bancorp Inc in Q2 2016 and held it in 10 quarters.
Emerald Mutual Fund Advisers Trust's Lakeland Bancorp Inc position peaked at $1.34M in Q3 2017.
131 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2018, filed 30 Jan 2019.