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AHL Partners’s Lakeland Financial Corp LKFN Stock Holding History

AHL Partners’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
Q1 		– Sell
-14,573
Closed -$690K – 1208
2016
Q4 		$690K Sell
14,573
-2,020
-12% -$82.4K 0.02% 743
2016
Q3 		$588K Buy
+16,593
New +$573K 0.02% 778

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
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
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
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

AHL Partners's LKFN Position: Q1 2017 in Review

AHL Partners sold out of Lakeland Financial Corp (LKFN) in Q1 2017, closing a stake of 14,573 shares — an estimated $690K sold.

AHL Partners first reported a position in LKFN in Q3 2016 and held it in 2 quarters. The position peaked at $690K in Q4 2016. 120 funds tracked by Wall St. Rank hold LKFN as of Q1 2017.

  • AHL Partners reported no remaining Lakeland Financial Corp position as of Q1 2017 after selling out during the quarter.
  • AHL Partners sold 14,573 Lakeland Financial Corp shares in Q1 2017, an estimated $690K.
  • AHL Partners first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 2 quarters.
  • AHL Partners's Lakeland Financial Corp position peaked at $690K in Q4 2016.
  • 120 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2017.

Based on AHL Partners's 13F filing for Q1 2017, filed 15 May 2017.