MFS
LBAI

MSI Financial Services’s Lakeland Bancorp Inc LBAI Stock Holding History

MSI Financial Services’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
2016
Q4 		$8K Buy
417
+2
+0.5% +$33 ﹤0.01% 2934
2016
Q3 		$6K Sell
415
-1,597
-79% -$20.4K ﹤0.01% 3076
2016
Q2 		$23K Buy
2,012
+3
+0.1% +$33 ﹤0.01% 2262
2016
Q1 		$20K Buy
2,009
+1,601
+392% +$16.8K ﹤0.01% 2313
2015
Q4 		$5K Buy
+408
New +$4.77K ﹤0.01% 3109

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
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

MSI Financial Services's LBAI Position: Q4 2016 in Review

MSI Financial Services increased its Lakeland Bancorp Inc (LBAI) stake by 0.48% in Q4 2016, buying an estimated $33 and bringing the position to 417 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #2934.

MSI Financial Services first reported a position in LBAI in Q4 2015 and has held it in 5 quarters since. The position peaked at $23K in Q2 2016. 119 funds tracked by Wall St. Rank hold LBAI as of Q4 2016.

  • MSI Financial Services held 417 shares of Lakeland Bancorp Inc worth $8K as of Q4 2016.
  • MSI Financial Services bought 2 Lakeland Bancorp Inc shares in Q4 2016, an estimated $33.
  • Lakeland Bancorp Inc made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2934 holding.
  • MSI Financial Services first reported a position in Lakeland Bancorp Inc in Q4 2015 and has held it in 5 quarters since.
  • MSI Financial Services's Lakeland Bancorp Inc position peaked at $23K in Q2 2016.
  • 119 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.