Johnson Financial Group Inc (Wisconsin)’s Lakeland Financial Corp LKFN Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	-450	Closed	-$19K	–	607
2017 Q1	$19K	Hold	450	–	–	﹤0.01%	524
2016 Q4	$21K	Buy	450 +225	+100%	+$9.18K	﹤0.01%	513
2016 Q3	$8K	Sell	225 -225	-50%	-$7.77K	﹤0.01%	605
2016 Q2	$14K	Hold	450	–	–	﹤0.01%	639
2016 Q1	$14K	Buy	450 +45	+11%	+$1.3K	﹤0.01%	571
2015 Q4	$13K	Sell	405 -788	-66%	-$24.5K	﹤0.01%	606
2015 Q3	$36K	Buy	1,193 +638	+115%	+$18K	0.01%	519
2015 Q2	$16K	Buy	+555	New	+$15.1K	﹤0.01%	623

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

Johnson Financial Group Inc (Wisconsin)'s LKFN Position: Q2 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Lakeland Financial Corp (LKFN) in Q2 2017, closing a stake of 450 shares — an estimated $19K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in LKFN in Q2 2015 and held it in 8 quarters. The position peaked at $36K in Q3 2015. 127 funds tracked by Wall St. Rank hold LKFN as of Q2 2017.

Johnson Financial Group Inc (Wisconsin) reported no remaining Lakeland Financial Corp position as of Q2 2017 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 450 Lakeland Financial Corp shares in Q2 2017, an estimated $19K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Lakeland Financial Corp in Q2 2015 and held it in 8 quarters.
Johnson Financial Group Inc (Wisconsin)'s Lakeland Financial Corp position peaked at $36K in Q3 2015.
127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2017, filed 10 Aug 2017.