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BlackRock Institutional Trust’s Lakeland Financial Corp LKFN Stock Holding History

BlackRock Institutional Trust’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 		$35.8M Buy
756,159
+6,509
+0.9% +$265K 0.01% 1554
2016
Q3 		$26.6M Buy
749,650
+3,722
+0.5% +$129K ﹤0.01% 1685
2016
Q2 		$23.4M Sell
745,928
-24,520
-3% -$770K ﹤0.01% 1754
2016
Q1 		$23.5M Buy
770,448
+6,555
+0.9% +$190K ﹤0.01% 1706
2015
Q4 		$23.7M Sell
763,893
-23,235
-3% -$724K ﹤0.01% 1740
2015
Q3 		$23.7M Sell
787,128
-10,107
-1% -$285K ﹤0.01% 1719
2015
Q2 		$23.1M Sell
797,235
-36,078
-4% -$979K ﹤0.01% 1829
2015
Q1 		$22.5M Buy
833,313
+370
+0% +$9.89K ﹤0.01% 1851
2014
Q4 		$24.1M Sell
832,943
-12,066
-1% -$324K ﹤0.01% 1781
2014
Q3 		$21.1M Sell
845,009
-7,063
-0.8% -$179K ﹤0.01% 1830
2014
Q2 		$21.7M Buy
852,072
+39,825
+5% +$992K ﹤0.01% 1909
2014
Q1 		$21.8M Buy
812,247
+26,746
+3% +$680K ﹤0.01% 1899
2013
Q4 		$20.4M Sell
785,501
-9,661
-1% -$232K ﹤0.01% 1926
2013
Q3 		$17.3M Sell
795,162
-10,005
-1% -$212K ﹤0.01% 1968
2013
Q2 		$14.9M Buy
+805,167
New +$14.6M ﹤0.01% 2037

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
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
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 Institutional Trust's LKFN Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Lakeland Financial Corp (LKFN) stake by 0.87% in Q4 2016, buying an estimated $265K and bringing the position to 756,159 shares worth $35.8M. The position accounts for 0.01% of the portfolio, ranked #1554.

BlackRock Institutional Trust 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 Institutional Trust held 756,159 shares of Lakeland Financial Corp worth $35.8M as of Q4 2016.
  • BlackRock Institutional Trust bought 6,509 Lakeland Financial Corp shares in Q4 2016, an estimated $265K.
  • Lakeland Financial Corp made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1554 holding.
  • BlackRock Institutional Trust 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 Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.