Elite Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Elite Wealth 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
2018 Q2	–	Sell	-17,900	Closed	-$828K	–	62
2018 Q1	$828K	Hold	17,900	–	–	0.68%	32
2017 Q4	$868K	Buy	+17,900	New	+$876K	0.73%	32
2016 Q3	$1.05M	Hold	29,700	–	–	1.72%	13
2016 Q2	$930K	Hold	29,700	–	–	1.53%	19
2016 Q1	$906K	Hold	29,700	–	–	1.28%	25
2015 Q4	$923K	Hold	29,700	–	–	1.37%	24
2015 Q3	$893K	Hold	29,700	–	–	1.4%	26
2015 Q2	$858K	Hold	29,700	–	–	0.89%	37
2015 Q1	$803K	Hold	29,700	–	–	0.71%	44
2014 Q4	$860K	Hold	29,700	–	–	0.82%	31
2014 Q3	$743K	Hold	29,700	–	–	0.67%	29
2014 Q2	$756K	Sell	29,700 -29,700	-50%	-$740K	0.75%	36
2014 Q1	$1.59M	Buy	59,400 +20,400	+52%	+$519K	1.29%	16
2013 Q4	$1.01M	Hold	39,000	–	–	0.74%	39
2013 Q3	$849K	Hold	39,000	–	–	0.75%	32
2013 Q2	$722K	Buy	+39,000	New	+$707K	1.06%	30

Other funds holding LKFN

BlackRock New York $5.72T AUM 30.48% 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

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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

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

Elite Wealth Management's LKFN Position: Q2 2018 in Review

Elite Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2018, closing a stake of 17,900 shares — an estimated $828K sold.

Elite Wealth Management first reported a position in LKFN in Q2 2013 and held it in 16 quarters. The position peaked at $1.59M in Q1 2014. 140 funds tracked by Wall St. Rank hold LKFN as of Q2 2018.

Elite Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2018 after selling out during the quarter.
Elite Wealth Management sold 17,900 Lakeland Financial Corp shares in Q2 2018, an estimated $828K.
Elite Wealth Management first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 16 quarters.
Elite Wealth Management's Lakeland Financial Corp position peaked at $1.59M in Q1 2014.
140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2018.

Based on Elite Wealth Management's 13F filing for Q2 2018, filed 10 Aug 2018.