Glassman Wealth Services’s Lakeland Financial Corp LKFN Stock Holding History

Glassman Wealth Services’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
2020 Q1	–	Sell	-8	Closed	–	–	1366
2019 Q4	$0	Buy	+8	New	+$372	﹤0.01%	1348

Other funds holding LKFN

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Glassman Wealth Services's LKFN Position: Q1 2020 in Review

Glassman Wealth Services sold out of Lakeland Financial Corp (LKFN) in Q1 2020, closing a stake of 8 shares.

Glassman Wealth Services first reported a position in LKFN in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 136 funds tracked by Wall St. Rank hold LKFN as of Q1 2020.

Glassman Wealth Services reported no remaining Lakeland Financial Corp position as of Q1 2020 after selling out during the quarter.
Glassman Wealth Services sold 8 Lakeland Financial Corp shares in Q1 2020.
Glassman Wealth Services first reported a position in Lakeland Financial Corp in Q4 2019 and held it in 1 quarter.
Glassman Wealth Services's Lakeland Financial Corp position peaked at $0 in Q4 2019.
136 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.