WCM
LBAI

Wealthcare Capital Management’s Lakeland Bancorp Inc LBAI Stock Holding History

Wealthcare Capital Management’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
2017
Q1 		– Sell
-217
Closed -$4K – 199
2016
Q4 		$4K Buy
+217
New +$3.53K ﹤0.01% 150

Other funds holding LBAI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
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
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Wealthcare Capital Management's LBAI Position: Q1 2017 in Review

Wealthcare Capital Management sold out of Lakeland Bancorp Inc (LBAI) in Q1 2017, closing a stake of 217 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in LBAI in Q4 2016 and held it in 1 quarter. The position peaked at $4K in Q4 2016. 110 funds tracked by Wall St. Rank hold LBAI as of Q1 2017.

  • Wealthcare Capital Management reported no remaining Lakeland Bancorp Inc position as of Q1 2017 after selling out during the quarter.
  • Wealthcare Capital Management sold 217 Lakeland Bancorp Inc shares in Q1 2017, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Lakeland Bancorp Inc in Q4 2016 and held it in 1 quarter.
  • Wealthcare Capital Management's Lakeland Bancorp Inc position peaked at $4K in Q4 2016.
  • 110 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q1 2017.

Based on Wealthcare Capital Management's 13F filing for Q1 2017, filed 11 Apr 2017.