WIA
LBAI

Westbourne Investment Advisors’s Lakeland Bancorp Inc LBAI Stock Holding History

Westbourne Investment 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
Q4 		– Sell
-5,226
Closed -$94K – 161
2018
Q3 		$94K Buy
+5,226
New +$102K 0.07% 129

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CCMLC
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Vanguard Group
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SFM
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BFC
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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Westbourne Investment Advisors's LBAI Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Lakeland Bancorp Inc (LBAI) in Q4 2018, closing a stake of 5,226 shares — an estimated $94K sold.

Westbourne Investment Advisors first reported a position in LBAI in Q3 2018 and held it in 1 quarter. The position peaked at $94K in Q3 2018. 131 funds tracked by Wall St. Rank hold LBAI as of Q4 2018.

  • Westbourne Investment Advisors reported no remaining Lakeland Bancorp Inc position as of Q4 2018 after selling out during the quarter.
  • Westbourne Investment Advisors sold 5,226 Lakeland Bancorp Inc shares in Q4 2018, an estimated $94K.
  • Westbourne Investment Advisors first reported a position in Lakeland Bancorp Inc in Q3 2018 and held it in 1 quarter.
  • Westbourne Investment Advisors's Lakeland Bancorp Inc position peaked at $94K in Q3 2018.
  • 131 funds tracked by Wall St. Rank held Lakeland Bancorp Inc as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.