WI
LBAI

WBI Investments’s Lakeland Bancorp Inc LBAI Stock Holding History

WBI Investments’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
-53,650
Closed -$1.03M – 344
2017
Q4 		$1.03M Buy
53,650
+10,270
+24% +$208K 0.05% 202
2017
Q3 		$885K Sell
43,380
-43,318
-50% -$818K 0.04% 200
2017
Q2 		$1.63M Buy
+86,698
New +$1.67M 0.07% 179

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

WBI Investments's LBAI Position: Q1 2018 in Review

WBI Investments sold out of Lakeland Bancorp Inc (LBAI) in Q1 2018, closing a stake of 53,650 shares — an estimated $1.03M sold.

WBI Investments first reported a position in LBAI in Q2 2017 and held it in 3 quarters. The position peaked at $1.63M in Q2 2017. 111 funds tracked by Wall St. Rank hold LBAI as of Q1 2018.

  • WBI Investments reported no remaining Lakeland Bancorp Inc position as of Q1 2018 after selling out during the quarter.
  • WBI Investments sold 53,650 Lakeland Bancorp Inc shares in Q1 2018, an estimated $1.03M.
  • WBI Investments first reported a position in Lakeland Bancorp Inc in Q2 2017 and held it in 3 quarters.
  • WBI Investments's Lakeland Bancorp Inc position peaked at $1.63M in Q2 2017.
  • 111 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2018.

Based on WBI Investments's 13F filing for Q1 2018, filed 10 May 2018.