Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
CWAM
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
San Mateo, California
$408B AUM
30.18%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Neuberger Berman Group
New York
$131B AUM
28.36%
1-Year Est. Return
Victory Capital Management
San Antonio, Texas
$156B AUM
27.51%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
VNIM
Vaughan Nelson Investment Management
Houston, Texas
$9.96B AUM
41%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close