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Capital Bank & Trust’s Lakeland Financial Corp LKFN Stock Holding History

Capital Bank & 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
2019
Q4 		– Sell
-43
Closed -$2K – 780
2019
Q3 		$2K Buy
+43
New +$1.9K ﹤0.01% 719

Other funds holding LKFN

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Vanguard Group
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Capital Bank & Trust's LKFN Position: Q4 2019 in Review

Capital Bank & Trust sold out of Lakeland Financial Corp (LKFN) in Q4 2019, closing a stake of 43 shares — an estimated $2K sold.

Capital Bank & Trust first reported a position in LKFN in Q3 2019 and held it in 1 quarter. The position peaked at $2K in Q3 2019. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

  • Capital Bank & Trust reported no remaining Lakeland Financial Corp position as of Q4 2019 after selling out during the quarter.
  • Capital Bank & Trust sold 43 Lakeland Financial Corp shares in Q4 2019, an estimated $2K.
  • Capital Bank & Trust first reported a position in Lakeland Financial Corp in Q3 2019 and held it in 1 quarter.
  • Capital Bank & Trust's Lakeland Financial Corp position peaked at $2K in Q3 2019.
  • 144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on Capital Bank & Trust's 13F filing for Q4 2019, filed 18 Feb 2020.