BlackRock Group’s Lakeland Financial Corp LKFN Stock Holding History

BlackRock Group’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	$977K	Buy	20,620 +1,008	+5%	+$41.1K	﹤0.01%	2144
2016 Q3	$695K	Sell	19,612 -272	-1%	-$9.39K	﹤0.01%	2188
2016 Q2	$624K	Sell	19,884 -144	-0.7%	-$4.52K	﹤0.01%	2177
2016 Q1	$611K	Buy	20,028 +3,271	+20%	+$94.7K	﹤0.01%	2155
2015 Q4	$521K	Sell	16,757 -3,756	-18%	-$117K	﹤0.01%	2182
2015 Q3	$618K	Buy	20,513 +2,619	+15%	+$73.8K	﹤0.01%	2117
2015 Q2	$518K	Buy	17,894 +3,513	+24%	+$95.3K	﹤0.01%	2256
2015 Q1	$389K	Hold	14,381	–	–	﹤0.01%	2285
2014 Q4	$416K	Hold	14,381	–	–	﹤0.01%	2298
2014 Q3	$360K	Hold	14,381	–	–	﹤0.01%	2286
2014 Q2	$366K	Sell	14,381 -27,985	-66%	-$697K	﹤0.01%	2306
2014 Q1	$1.14M	Hold	42,366	–	–	﹤0.01%	1929
2013 Q4	$1.1M	Hold	42,366	–	–	﹤0.01%	1917
2013 Q3	$922K	Hold	42,366	–	–	﹤0.01%	1955
2013 Q2	$783K	Buy	+42,366	New	+$769K	﹤0.01%	1908

Other funds holding LKFN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BlackRock Group's LKFN Position: Q4 2016 in Review

BlackRock Group increased its Lakeland Financial Corp (LKFN) stake by 5.1% in Q4 2016, buying an estimated $41.1K and bringing the position to 20,620 shares worth $977K. The position accounts for ﹤0.01% of the portfolio, ranked #2144.

BlackRock Group first reported a position in LKFN in Q2 2013 and has held it in 15 quarters since. The position peaked at $1.14M in Q1 2014. 127 funds tracked by Wall St. Rank hold LKFN as of Q4 2016.

BlackRock Group held 20,620 shares of Lakeland Financial Corp worth $977K as of Q4 2016.
BlackRock Group bought 1,008 Lakeland Financial Corp shares in Q4 2016, an estimated $41.1K.
Lakeland Financial Corp made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #2144 holding.
BlackRock Group first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 15 quarters since.
BlackRock Group's Lakeland Financial Corp position peaked at $1.14M in Q1 2014.
127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2016.

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