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BlackRock Fund Advisors’s Lakeland Financial Corp LKFN Stock Holding History

BlackRock Fund 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
2016
Q4 		$37.8M Buy
797,284
+123,016
+18% +$5.02M 0.01% 1842
2016
Q3 		$23.9M Buy
674,268
+43,521
+7% +$1.5M ﹤0.01% 1979
2016
Q2 		$19.8M Sell
630,747
-4,889
-0.8% -$154K ﹤0.01% 2030
2016
Q1 		$19.4M Sell
635,636
-15,523
-2% -$449K ﹤0.01% 2006
2015
Q4 		$20.2M Buy
651,159
+28,620
+5% +$891K ﹤0.01% 2032
2015
Q3 		$18.7M Sell
622,539
-8,037
-1% -$226K ﹤0.01% 2030
2015
Q2 		$18.2M Sell
630,576
-44,603
-7% -$1.21M ﹤0.01% 2171
2015
Q1 		$18.3M Sell
675,179
-3,823
-0.6% -$102K ﹤0.01% 2122
2014
Q4 		$19.7M Buy
679,002
+96,672
+17% +$2.6M ﹤0.01% 2077
2014
Q3 		$14.6M Sell
582,330
-34,112
-6% -$866K ﹤0.01% 2143
2014
Q2 		$15.7M Sell
616,442
-71,523
-10% -$1.78M ﹤0.01% 2151
2014
Q1 		$18.4M Buy
687,965
+4,058
+0.6% +$103K 0.01% 2043
2013
Q4 		$17.8M Sell
683,907
-23,418
-3% -$562K 0.01% 2055
2013
Q3 		$15.4M Buy
707,325
+66,076
+10% +$1.4M 0.01% 2104
2013
Q2 		$11.9M Buy
+641,249
New +$11.6M ﹤0.01% 2167

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

BlackRock Fund Advisors's LKFN Position: Q4 2016 in Review

BlackRock Fund Advisors increased its Lakeland Financial Corp (LKFN) stake by 18% in Q4 2016, buying an estimated $5.02M and bringing the position to 797,284 shares worth $37.8M. The position accounts for 0.01% of the portfolio, ranked #1842.

BlackRock Fund Advisors first reported a position in LKFN in Q2 2013 and has held it in 15 quarters since. 127 funds tracked by Wall St. Rank hold LKFN as of Q4 2016.

  • BlackRock Fund Advisors held 797,284 shares of Lakeland Financial Corp worth $37.8M as of Q4 2016.
  • BlackRock Fund Advisors bought 123,016 Lakeland Financial Corp shares in Q4 2016, an estimated $5.02M.
  • Lakeland Financial Corp made up 0.01% of BlackRock Fund Advisors's portfolio in Q4 2016, its #1842 holding.
  • BlackRock Fund Advisors first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 15 quarters since.
  • 127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2016.

Based on BlackRock Fund Advisors's 13F filing for Q4 2016, filed 10 Feb 2017.