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1st Global Advisors’s Lakeland Financial Corp LKFN Stock Holding History

1st Global Advisors’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-13,757
Closed -$399K – 482
2014
Q4 		$399K Sell
13,757
-405
-3% -$10.9K 0.06% 245
2014
Q3 		$354K Buy
14,162
+249
+2% +$6.32K 0.06% 266
2014
Q2 		$354K Sell
13,913
-363
-3% -$9.04K 0.05% 264
2014
Q1 		$383K Buy
14,276
+1,401
+11% +$35.6K 0.07% 223
2013
Q4 		$335K Sell
12,875
-592
-4% -$14.2K 0.06% 241
2013
Q3 		$293K Sell
13,467
-1,604
-11% -$34K 0.06% 259
2013
Q2 		$279K Buy
+15,071
New +$273K 0.06% 252

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

1st Global Advisors's LKFN Position: Q1 2015 in Review

1st Global Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2015, closing a stake of 13,757 shares — an estimated $399K sold.

1st Global Advisors first reported a position in LKFN in Q2 2013 and held it in 7 quarters. The position peaked at $399K in Q4 2014. 114 funds tracked by Wall St. Rank hold LKFN as of Q1 2015.

  • 1st Global Advisors reported no remaining Lakeland Financial Corp position as of Q1 2015 after selling out during the quarter.
  • 1st Global Advisors sold 13,757 Lakeland Financial Corp shares in Q1 2015, an estimated $399K.
  • 1st Global Advisors first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 7 quarters.
  • 1st Global Advisors's Lakeland Financial Corp position peaked at $399K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2015.

Based on 1st Global Advisors's 13F filing for Q1 2015, filed 1 May 2015.