TU
LBAI

TDAM USA’s Lakeland Bancorp Inc LBAI Stock Holding History

TDAM USA’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
2014
Q1 		– Sell
-82,758
Closed -$975K – 333
2013
Q4 		$975K Sell
82,758
-25,587
-24% -$290K 0.04% 184
2013
Q3 		$1.16M Sell
108,345
-810
-0.7% -$8.65K 0.05% 132
2013
Q2 		$1.03M Buy
+109,155
New +$1.02M 0.05% 144

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BMCMI
Bryn Mawr Capital Management Inc Bryn Mawr, Pennsylvania $577M AUM 6.5% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TDAM USA's LBAI Position: Q1 2014 in Review

TDAM USA sold out of Lakeland Bancorp Inc (LBAI) in Q1 2014, closing a stake of 82,758 shares — an estimated $975K sold.

TDAM USA first reported a position in LBAI in Q2 2013 and held it in 3 quarters. The position peaked at $1.16M in Q3 2013. 78 funds tracked by Wall St. Rank hold LBAI as of Q1 2014.

  • TDAM USA reported no remaining Lakeland Bancorp Inc position as of Q1 2014 after selling out during the quarter.
  • TDAM USA sold 82,758 Lakeland Bancorp Inc shares in Q1 2014, an estimated $975K.
  • TDAM USA first reported a position in Lakeland Bancorp Inc in Q2 2013 and held it in 3 quarters.
  • TDAM USA's Lakeland Bancorp Inc position peaked at $1.16M in Q3 2013.
  • 78 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2014.

Based on TDAM USA's 13F filing for Q1 2014, filed 9 May 2014.