Gradient Investments’s Lakeland Financial Corp LKFN Stock Holding History

Gradient Investments’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 Q1	–	Sell	-9	Closed	–	–	1099
2017 Q4	$0	Buy	+9	New	+$440	﹤0.01%	1052

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

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

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

Gradient Investments's LKFN Position: Q1 2018 in Review

Gradient Investments sold out of Lakeland Financial Corp (LKFN) in Q1 2018, closing a stake of 9 shares.

Gradient Investments first reported a position in LKFN in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q1 2018.

Gradient Investments reported no remaining Lakeland Financial Corp position as of Q1 2018 after selling out during the quarter.
Gradient Investments sold 9 Lakeland Financial Corp shares in Q1 2018.
Gradient Investments first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 1 quarter.
Gradient Investments's Lakeland Financial Corp position peaked at $0 in Q4 2017.
140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2018.

Based on Gradient Investments's 13F filing for Q1 2018, filed 11 Apr 2018.