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

Assured 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
2019
Q1 		– Sell
-11,979
Closed -$481K – 1256
2018
Q4 		$481K Sell
11,979
-3,302
-22% -$144K 0.01% 666
2018
Q3 		$710K Buy
15,281
+4,912
+47% +$240K 0.01% 662
2018
Q2 		$500K Buy
10,369
+3,547
+52% +$172K 0.01% 818
2018
Q1 		$315K Buy
+6,822
New +$327K 0.01% 899

Other funds holding LKFN

Franklin Resources
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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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assured Investment Management's LKFN Position: Q1 2019 in Review

Assured Investment Management sold out of Lakeland Financial Corp (LKFN) in Q1 2019, closing a stake of 11,979 shares — an estimated $481K sold.

Assured Investment Management first reported a position in LKFN in Q1 2018 and held it in 4 quarters. The position peaked at $710K in Q3 2018. 151 funds tracked by Wall St. Rank hold LKFN as of Q1 2019.

  • Assured Investment Management reported no remaining Lakeland Financial Corp position as of Q1 2019 after selling out during the quarter.
  • Assured Investment Management sold 11,979 Lakeland Financial Corp shares in Q1 2019, an estimated $481K.
  • Assured Investment Management first reported a position in Lakeland Financial Corp in Q1 2018 and held it in 4 quarters.
  • Assured Investment Management's Lakeland Financial Corp position peaked at $710K in Q3 2018.
  • 151 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2019.

Based on Assured Investment Management's 13F filing for Q1 2019, filed 16 May 2019.