OWA
LBAI

One Wealth Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

One Wealth Advisors’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
-9,397
Closed -$181K – 601
2017
Q4 		$181K Buy
+9,397
New +$190K 0.15% 125

Other funds holding LBAI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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 $605M AUM 26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $5.02B AUM 66.06% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

One Wealth Advisors's LBAI Position: Q1 2018 in Review

One Wealth Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q1 2018, closing a stake of 9,397 shares — an estimated $181K sold.

One Wealth Advisors first reported a position in LBAI in Q4 2017 and held it in 1 quarter. The position peaked at $181K in Q4 2017. 111 funds tracked by Wall St. Rank hold LBAI as of Q1 2018.

  • One Wealth Advisors reported no remaining Lakeland Bancorp Inc position as of Q1 2018 after selling out during the quarter.
  • One Wealth Advisors sold 9,397 Lakeland Bancorp Inc shares in Q1 2018, an estimated $181K.
  • One Wealth Advisors first reported a position in Lakeland Bancorp Inc in Q4 2017 and held it in 1 quarter.
  • One Wealth Advisors's Lakeland Bancorp Inc position peaked at $181K in Q4 2017.
  • 111 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.