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ETrade Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

ETrade Capital 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
2014
Q2 		– Sell
-2,685
Closed -$72K – 584
2014
Q1 		$72K Sell
2,685
-9
-0.3% -$229 0.01% 533
2013
Q4 		$70K Sell
2,694
-221
-8% -$5.3K 0.01% 438
2013
Q3 		$64K Sell
2,915
-196
-6% -$4.15K 0.01% 400
2013
Q2 		$57K Buy
+3,111
New +$56.4K 0.01% 366

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

ETrade Capital Management's LKFN Position: Q2 2014 in Review

ETrade Capital Management sold out of Lakeland Financial Corp (LKFN) in Q2 2014, closing a stake of 2,685 shares — an estimated $72K sold.

ETrade Capital Management first reported a position in LKFN in Q2 2013 and held it in 4 quarters. The position peaked at $72K in Q1 2014. 121 funds tracked by Wall St. Rank hold LKFN as of Q2 2014.

  • ETrade Capital Management reported no remaining Lakeland Financial Corp position as of Q2 2014 after selling out during the quarter.
  • ETrade Capital Management sold 2,685 Lakeland Financial Corp shares in Q2 2014, an estimated $72K.
  • ETrade Capital Management first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 4 quarters.
  • ETrade Capital Management's Lakeland Financial Corp position peaked at $72K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2014.

Based on ETrade Capital Management's 13F filing for Q2 2014, filed 13 Aug 2014.