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Acrospire Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Acrospire Investment Management’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
2017
Q2 		– Sell
-1,150
Closed -$50K – 2368
2017
Q1 		$50K Buy
1,150
+700
+156% +$31.3K 0.04% 956
2016
Q4 		$21K Buy
450
+149
+50% +$6.08K 0.01% 1744
2016
Q3 		$11K Buy
+301
New +$10.4K 0.01% 1679

Other funds holding LKFN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Acrospire Investment Management's LKFN Position: Q2 2017 in Review

Acrospire Investment Management sold out of Lakeland Financial Corp (LKFN) in Q2 2017, closing a stake of 1,150 shares — an estimated $50K sold.

Acrospire Investment Management first reported a position in LKFN in Q3 2016 and held it in 3 quarters. The position peaked at $50K in Q1 2017. 127 funds tracked by Wall St. Rank hold LKFN as of Q2 2017.

  • Acrospire Investment Management reported no remaining Lakeland Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 1,150 Lakeland Financial Corp shares in Q2 2017, an estimated $50K.
  • Acrospire Investment Management first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 3 quarters.
  • Acrospire Investment Management's Lakeland Financial Corp position peaked at $50K in Q1 2017.
  • 127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2017.

Based on Acrospire Investment Management's 13F filing for Q2 2017, filed 11 Aug 2017.