Invictus RG’s Lakeland Financial Corp LKFN Stock Holding History

Invictus RG’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 Q2	–	Sell	-1,844	Closed	-$80K	–	739
2017 Q1	$80K	Buy	+1,844	New	+$82.4K	0.05%	471

Other funds holding LKFN

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 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

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Invictus RG's LKFN Position: Q2 2017 in Review

Invictus RG sold out of Lakeland Financial Corp (LKFN) in Q2 2017, closing a stake of 1,844 shares — an estimated $80K sold.

Invictus RG first reported a position in LKFN in Q1 2017 and held it in 1 quarter. The position peaked at $80K in Q1 2017. 127 funds tracked by Wall St. Rank hold LKFN as of Q2 2017.

Invictus RG reported no remaining Lakeland Financial Corp position as of Q2 2017 after selling out during the quarter.
Invictus RG sold 1,844 Lakeland Financial Corp shares in Q2 2017, an estimated $80K.
Invictus RG first reported a position in Lakeland Financial Corp in Q1 2017 and held it in 1 quarter.
Invictus RG's Lakeland Financial Corp position peaked at $80K in Q1 2017.
127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2017.

Based on Invictus RG's 13F filing for Q2 2017, filed 14 Aug 2017.