VWM
LBAI

Valley Wealth Managers’s Lakeland Bancorp Inc LBAI Stock Holding History

Valley Wealth Managers’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 		– Sell
-842
Closed -$12K – 271
2016
Q3 		$12K Hold
842
– – ﹤0.01% 174
2016
Q2 		$10K Buy
+842
New +$9.39K ﹤0.01% 179

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

Valley Wealth Managers's LBAI Position: Q4 2016 in Review

Valley Wealth Managers sold out of Lakeland Bancorp Inc (LBAI) in Q4 2016, closing a stake of 842 shares — an estimated $12K sold.

Valley Wealth Managers first reported a position in LBAI in Q2 2016 and held it in 2 quarters. The position peaked at $12K in Q3 2016. 119 funds tracked by Wall St. Rank hold LBAI as of Q4 2016.

  • Valley Wealth Managers reported no remaining Lakeland Bancorp Inc position as of Q4 2016 after selling out during the quarter.
  • Valley Wealth Managers sold 842 Lakeland Bancorp Inc shares in Q4 2016, an estimated $12K.
  • Valley Wealth Managers first reported a position in Lakeland Bancorp Inc in Q2 2016 and held it in 2 quarters.
  • Valley Wealth Managers's Lakeland Bancorp Inc position peaked at $12K in Q3 2016.
  • 119 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2016.

Based on Valley Wealth Managers's 13F filing for Q4 2016, filed 13 Feb 2017.