Envestnet Asset Management
LBAI

Envestnet Asset Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Envestnet Asset Management’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
Q1 		– Sell
-2,288
Closed -$44K – 2972
2017
Q4 		$44K Buy
2,288
+2
+0.1% +$41 ﹤0.01% 2355
2017
Q3 		$47K Buy
2,286
+526
+30% +$9.93K ﹤0.01% 2301
2017
Q2 		$33K Sell
1,760
-97
-5% -$1.87K ﹤0.01% 2474
2017
Q1 		$36K Buy
+1,857
New +$35.8K ﹤0.01% 2526

Other funds holding LBAI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Envestnet Asset Management's LBAI Position: Q1 2018 in Review

Envestnet Asset Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2018, closing a stake of 2,288 shares — an estimated $44K sold.

Envestnet Asset Management first reported a position in LBAI in Q1 2017 and held it in 4 quarters. The position peaked at $47K in Q3 2017. 111 funds tracked by Wall St. Rank hold LBAI as of Q1 2018.

  • Envestnet Asset Management reported no remaining Lakeland Bancorp Inc position as of Q1 2018 after selling out during the quarter.
  • Envestnet Asset Management sold 2,288 Lakeland Bancorp Inc shares in Q1 2018, an estimated $44K.
  • Envestnet Asset Management first reported a position in Lakeland Bancorp Inc in Q1 2017 and held it in 4 quarters.
  • Envestnet Asset Management's Lakeland Bancorp Inc position peaked at $47K in Q3 2017.
  • 111 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2018.

Based on Envestnet Asset Management's 13F filing for Q1 2018, filed 9 May 2018.