Emerald Mutual Fund Advisers Trust’s Lakeland Financial Corp LKFN Stock Holding History

Emerald Mutual Fund Advisers Trust’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	-46,615	Closed	-$2.15M	–	249
2018 Q1	$2.15M	Hold	46,615	–	–	0.08%	196
2017 Q4	$2.26M	Hold	46,615	–	–	0.09%	193
2017 Q3	$2.27M	Hold	46,615	–	–	0.09%	194
2017 Q2	$2.14M	Hold	46,615	–	–	0.09%	191
2017 Q1	$2.01M	Hold	46,615	–	–	0.09%	186
2016 Q4	$2.21M	Sell	46,615 -1	-0%	-$41	0.11%	162
2016 Q3	$1.65M	Hold	46,616	–	–	0.08%	169
2016 Q2	$1.46M	Buy	+46,616	New	+$1.46M	0.08%	175
2014 Q2	–	Sell	-41,345	Closed	-$1.11M	–	233
2014 Q1	$1.11M	Sell	41,345 -41,344	-50%	-$1.05M	0.11%	150
2013 Q4	$2.1M	Buy	82,689 +41,344	+100%	+$992K	0.13%	135
2013 Q3	$900K	Hold	41,345	–	–	0.12%	138
2013 Q2	$765K	Buy	+41,345	New	+$750K	0.13%	133

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

Emerald Mutual Fund Advisers Trust's LKFN Position: Q2 2018 in Review

Emerald Mutual Fund Advisers Trust sold out of Lakeland Financial Corp (LKFN) in Q2 2018, closing a stake of 46,615 shares — an estimated $2.15M sold.

Emerald Mutual Fund Advisers Trust first reported a position in LKFN in Q2 2013 and held it in 12 quarters. The position peaked at $2.27M in Q3 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q2 2018.

Emerald Mutual Fund Advisers Trust reported no remaining Lakeland Financial Corp position as of Q2 2018 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 46,615 Lakeland Financial Corp shares in Q2 2018, an estimated $2.15M.
Emerald Mutual Fund Advisers Trust first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 12 quarters.
Emerald Mutual Fund Advisers Trust's Lakeland Financial Corp position peaked at $2.27M in Q3 2017.
140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2018.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2018, filed 31 Jul 2018.