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Columbia Wanger Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

Columbia Wanger Asset Management’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
2017
Q4 		$15.1M Buy
311,780
+18,557
+6% +$908K 0.23% 159
2017
Q3 		$14.3M Sell
293,223
-205,157
-41% -$9.27M 0.21% 154
2017
Q2 		$22.9M Sell
498,380
-85,218
-15% -$3.79M 0.33% 129
2017
Q1 		$25.2M Buy
583,598
+15,506
+3% +$693K 0.35% 126
2016
Q4 		$26.9M Buy
568,092
+60,797
+12% +$2.48M 0.38% 119
2016
Q3 		$18M Buy
507,295
+31,085
+7% +$1.07M 0.24% 148
2016
Q2 		$14.9M Sell
476,210
-27,031
-5% -$849K 0.17% 162
2016
Q1 		$15.4M Sell
503,241
-693,476
-58% -$20.1M 0.17% 154
2015
Q4 		$37.2M Sell
1,196,717
-306,136
-20% -$9.53M 0.37% 108
2015
Q3 		$45.2M Buy
1,502,853
+50,604
+3% +$1.43M 0.36% 109
2015
Q2 		$42M Buy
1,452,249
+21,703
+2% +$589K 0.27% 137
2015
Q1 		$38.7M Buy
1,430,546
+124,500
+10% +$3.33M 0.21% 164
2014
Q4 		$37.9M Sell
1,306,046
-11,550
-0.9% -$310K 0.19% 171
2014
Q3 		$32.9M Sell
1,317,596
-15,300
-1% -$388K 0.15% 196
2014
Q2 		$33.9M Sell
1,332,896
-33,000
-2% -$822K 0.14% 211
2014
Q1 		$36.6M Sell
1,365,896
-12,000
-0.9% -$305K 0.14% 209
2013
Q4 		$35.8M Sell
1,377,896
-12,000
-0.9% -$288K 0.14% 213
2013
Q3 		$30.3M Hold
1,389,896
– – 0.12% 221
2013
Q2 		$25.7M Buy
+1,389,896
New +$25.2M 0.11% 234

Other funds holding LKFN

Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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 $860B AUM 41.15% 1-Year Est. Return

Columbia Wanger Asset Management's LKFN Position: Q4 2017 in Review

Columbia Wanger Asset Management increased its Lakeland Financial Corp (LKFN) stake by 6.3% in Q4 2017, buying an estimated $908K and bringing the position to 311,780 shares worth $15.1M. The position accounts for 0.23% of the portfolio, ranked #159.

Columbia Wanger Asset Management first reported a position in LKFN in Q2 2013 and has held it in 19 quarters since. The position peaked at $45.2M in Q3 2015. 135 funds tracked by Wall St. Rank hold LKFN as of Q4 2017.

  • Columbia Wanger Asset Management held 311,780 shares of Lakeland Financial Corp worth $15.1M as of Q4 2017.
  • Columbia Wanger Asset Management bought 18,557 Lakeland Financial Corp shares in Q4 2017, an estimated $908K.
  • Lakeland Financial Corp made up 0.23% of Columbia Wanger Asset Management's portfolio in Q4 2017, its #159 holding.
  • Columbia Wanger Asset Management first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 19 quarters since.
  • Columbia Wanger Asset Management's Lakeland Financial Corp position peaked at $45.2M in Q3 2015.
  • 135 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2017.

Based on Columbia Wanger Asset Management's 13F filing for Q4 2017, filed 13 Feb 2018.