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Berman Capital Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Berman Capital 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
2019
Q3 		– Sell
-232
Closed -$10K – 1519
2019
Q2 		$10K Hold
232
– – ﹤0.01% 725
2019
Q1 		$10K Buy
+232
New +$10.6K ﹤0.01% 657

Other funds holding LKFN

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Vanguard Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Berman Capital Advisors's LKFN Position: Q3 2019 in Review

Berman Capital Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2019, closing a stake of 232 shares — an estimated $10K sold.

Berman Capital Advisors first reported a position in LKFN in Q1 2019 and held it in 2 quarters. The position peaked at $10K in Q2 2019. 141 funds tracked by Wall St. Rank hold LKFN as of Q3 2019.

  • Berman Capital Advisors reported no remaining Lakeland Financial Corp position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 232 Lakeland Financial Corp shares in Q3 2019, an estimated $10K.
  • Berman Capital Advisors first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 2 quarters.
  • Berman Capital Advisors's Lakeland Financial Corp position peaked at $10K in Q2 2019.
  • 141 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.