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Burt Wealth Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Burt Wealth 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
Q2 		– Sell
-12
Closed -$1K – 499
2016
Q1 		$1K Buy
+12
New +$347 ﹤0.01% 523

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Burt Wealth Advisors's LKFN Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Lakeland Financial Corp (LKFN) in Q2 2016, closing a stake of 12 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in LKFN in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 106 funds tracked by Wall St. Rank hold LKFN as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Lakeland Financial Corp position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 12 Lakeland Financial Corp shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Lakeland Financial Corp in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Lakeland Financial Corp position peaked at $1K in Q1 2016.
  • 106 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.