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Grandeur Peak Global Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Grandeur Peak Global Advisors’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
2017
Q4 		– Sell
-14,150
Closed -$689K – 99
2017
Q3 		$689K Buy
+14,150
New +$639K 0.11% 76

Other funds holding LKFN

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grandeur Peak Global Advisors's LKFN Position: Q4 2017 in Review

Grandeur Peak Global Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2017, closing a stake of 14,150 shares — an estimated $689K sold.

Grandeur Peak Global Advisors first reported a position in LKFN in Q3 2017 and held it in 1 quarter. The position peaked at $689K in Q3 2017. 135 funds tracked by Wall St. Rank hold LKFN as of Q4 2017.

  • Grandeur Peak Global Advisors reported no remaining Lakeland Financial Corp position as of Q4 2017 after selling out during the quarter.
  • Grandeur Peak Global Advisors sold 14,150 Lakeland Financial Corp shares in Q4 2017, an estimated $689K.
  • Grandeur Peak Global Advisors first reported a position in Lakeland Financial Corp in Q3 2017 and held it in 1 quarter.
  • Grandeur Peak Global Advisors's Lakeland Financial Corp position peaked at $689K in Q3 2017.
  • 135 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2017.

Based on Grandeur Peak Global Advisors's 13F filing for Q4 2017, filed 22 Feb 2018.