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Ellington Management Group’s Lakeland Financial Corp LKFN Stock Holding History

Ellington Management Group’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
-6,300
Closed -$223K – 691
2016
Q3 		$223K Buy
+6,300
New +$218K 0.06% 510

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Ellington Management Group's LKFN Position: Q4 2016 in Review

Ellington Management Group sold out of Lakeland Financial Corp (LKFN) in Q4 2016, closing a stake of 6,300 shares — an estimated $223K sold.

Ellington Management Group first reported a position in LKFN in Q3 2016 and held it in 1 quarter. The position peaked at $223K in Q3 2016. 127 funds tracked by Wall St. Rank hold LKFN as of Q4 2016.

  • Ellington Management Group reported no remaining Lakeland Financial Corp position as of Q4 2016 after selling out during the quarter.
  • Ellington Management Group sold 6,300 Lakeland Financial Corp shares in Q4 2016, an estimated $223K.
  • Ellington Management Group first reported a position in Lakeland Financial Corp in Q3 2016 and held it in 1 quarter.
  • Ellington Management Group's Lakeland Financial Corp position peaked at $223K in Q3 2016.
  • 127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2016.

Based on Ellington Management Group's 13F filing for Q4 2016, filed 14 Feb 2017.