CA
LKFN icon

Calton & Associates’s Lakeland Financial Corp LKFN Stock Holding History

Calton & 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
2018
Q1 		– Sell
-55
Closed -$2K – 882
2017
Q4 		$2K Buy
+55
New +$2.69K ﹤0.01% 1397

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Calton & Associates's LKFN Position: Q1 2018 in Review

Calton & Associates sold out of Lakeland Financial Corp (LKFN) in Q1 2018, closing a stake of 55 shares — an estimated $2K sold.

Calton & Associates first reported a position in LKFN in Q4 2017 and held it in 1 quarter. The position peaked at $2K in Q4 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q1 2018.

  • Calton & Associates reported no remaining Lakeland Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 55 Lakeland Financial Corp shares in Q1 2018, an estimated $2K.
  • Calton & Associates first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Lakeland Financial Corp position peaked at $2K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.