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C.M. Bidwell & Associates’s Lakeland Financial Corp LKFN Stock Holding History

C.M. Bidwell & Associates’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
2014
Q4 		– Sell
-6,203
Closed -$155K – 231
2014
Q3 		$155K Buy
+6,203
New +$157K 0.04% 170

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

C.M. Bidwell & Associates's LKFN Position: Q4 2014 in Review

C.M. Bidwell & Associates sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 6,203 shares — an estimated $155K sold.

C.M. Bidwell & Associates first reported a position in LKFN in Q3 2014 and held it in 1 quarter. The position peaked at $155K in Q3 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • C.M. Bidwell & Associates reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • C.M. Bidwell & Associates sold 6,203 Lakeland Financial Corp shares in Q4 2014, an estimated $155K.
  • C.M. Bidwell & Associates first reported a position in Lakeland Financial Corp in Q3 2014 and held it in 1 quarter.
  • C.M. Bidwell & Associates's Lakeland Financial Corp position peaked at $155K in Q3 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2014, filed 9 Feb 2015.