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Cornerstone Advisors (Washington)’s Lakeland Financial Corp LKFN Stock Holding History

Cornerstone Advisors (Washington)’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
2020
Q1 		– Sell
-229
Closed -$11K – 790
2019
Q4 		$11K Buy
229
+45
+24% +$2.09K ﹤0.01% 409
2019
Q3 		$8K Sell
184
-54
-23% -$2.39K ﹤0.01% 439
2019
Q2 		$11K Buy
238
+141
+145% +$6.57K ﹤0.01% 760
2019
Q1 		$4K Buy
+97
New +$4.42K ﹤0.01% 869

Other funds holding LKFN

Victory Capital Management
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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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cornerstone Advisors (Washington)'s LKFN Position: Q1 2020 in Review

Cornerstone Advisors (Washington) sold out of Lakeland Financial Corp (LKFN) in Q1 2020, closing a stake of 229 shares — an estimated $11K sold.

Cornerstone Advisors (Washington) first reported a position in LKFN in Q1 2019 and held it in 4 quarters. The position peaked at $11K in Q4 2019. 136 funds tracked by Wall St. Rank hold LKFN as of Q1 2020.

  • Cornerstone Advisors (Washington) reported no remaining Lakeland Financial Corp position as of Q1 2020 after selling out during the quarter.
  • Cornerstone Advisors (Washington) sold 229 Lakeland Financial Corp shares in Q1 2020, an estimated $11K.
  • Cornerstone Advisors (Washington) first reported a position in Lakeland Financial Corp in Q1 2019 and held it in 4 quarters.
  • Cornerstone Advisors (Washington)'s Lakeland Financial Corp position peaked at $11K in Q4 2019.
  • 136 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q1 2020, filed 22 Apr 2020.