Axa
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Axa’s Lakeland Financial Corp LKFN Stock Holding History

Axa’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
2014
Q4 		– Sell
-3,600
Closed -$91K – 1442
2014
Q3 		$91K Sell
3,600
-5,693
-61% -$144K ﹤0.01% 1309
2014
Q2 		$236K Buy
9,293
+2,093
+29% +$52.1K ﹤0.01% 1207
2014
Q1 		$193K Hold
7,200
– – ﹤0.01% 1228
2013
Q4 		$187K Buy
+7,200
New +$173K ﹤0.01% 1225

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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Axa's LKFN Position: Q4 2014 in Review

Axa sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 3,600 shares — an estimated $91K sold.

Axa first reported a position in LKFN in Q4 2013 and held it in 4 quarters. The position peaked at $236K in Q2 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • Axa reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Axa sold 3,600 Lakeland Financial Corp shares in Q4 2014, an estimated $91K.
  • Axa first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 4 quarters.
  • Axa's Lakeland Financial Corp position peaked at $236K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Axa's 13F filing for Q4 2014, filed 13 Feb 2015.