Dean Investment Associates’s Lakeland Financial Corp LKFN Stock Holding History

Dean Investment 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
2016 Q4	–	Sell	-107,950	Closed	-$3.82M	–	207
2016 Q3	$3.82M	Buy	107,950 +2,770	+3%	+$95.7K	0.71%	65
2016 Q2	$3.3M	Buy	105,180 +3,930	+4%	+$123K	0.64%	78
2016 Q1	$3.09M	Buy	101,250 +2,137	+2%	+$61.9K	0.63%	76
2015 Q4	$3.08M	Sell	99,113 -2,437	-2%	-$75.9K	0.68%	65
2015 Q3	$3.06M	Buy	101,550 +35,145	+53%	+$990K	0.69%	62
2015 Q2	$1.92M	Buy	66,405 +1,987	+3%	+$53.9K	0.44%	91
2015 Q1	$1.74M	Sell	64,418 -855	-1%	-$22.9K	0.4%	84
2014 Q4	$1.89M	Buy	65,273 +14,438	+28%	+$388K	0.44%	84
2014 Q3	$1.27M	Buy	+50,835	New	+$1.29M	0.31%	98

Other funds holding LKFN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dean Investment Associates's LKFN Position: Q4 2016 in Review

Dean Investment Associates sold out of Lakeland Financial Corp (LKFN) in Q4 2016, closing a stake of 107,950 shares — an estimated $3.82M sold.

Dean Investment Associates first reported a position in LKFN in Q3 2014 and held it in 9 quarters. The position peaked at $3.82M in Q3 2016. 127 funds tracked by Wall St. Rank hold LKFN as of Q4 2016.

Dean Investment Associates reported no remaining Lakeland Financial Corp position as of Q4 2016 after selling out during the quarter.
Dean Investment Associates sold 107,950 Lakeland Financial Corp shares in Q4 2016, an estimated $3.82M.
Dean Investment Associates first reported a position in Lakeland Financial Corp in Q3 2014 and held it in 9 quarters.
Dean Investment Associates's Lakeland Financial Corp position peaked at $3.82M in Q3 2016.
127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2016.

Based on Dean Investment Associates's 13F filing for Q4 2016, filed 31 Jan 2017.