MWM
LBAI

Modera Wealth Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Modera Wealth 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
2017
Q2 		– Sell
-14,875
Closed -$292K – 124
2017
Q1 		$292K Buy
+14,875
New +$287K 0.07% 95

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
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

Modera Wealth Management's LBAI Position: Q2 2017 in Review

Modera Wealth Management sold out of Lakeland Bancorp Inc (LBAI) in Q2 2017, closing a stake of 14,875 shares — an estimated $292K sold.

Modera Wealth Management first reported a position in LBAI in Q1 2017 and held it in 1 quarter. The position peaked at $292K in Q1 2017. 108 funds tracked by Wall St. Rank hold LBAI as of Q2 2017.

  • Modera Wealth Management reported no remaining Lakeland Bancorp Inc position as of Q2 2017 after selling out during the quarter.
  • Modera Wealth Management sold 14,875 Lakeland Bancorp Inc shares in Q2 2017, an estimated $292K.
  • Modera Wealth Management first reported a position in Lakeland Bancorp Inc in Q1 2017 and held it in 1 quarter.
  • Modera Wealth Management's Lakeland Bancorp Inc position peaked at $292K in Q1 2017.
  • 108 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q2 2017.

Based on Modera Wealth Management's 13F filing for Q2 2017, filed 10 Aug 2017.