Kanaly Trust’s Lakeland Financial Corp LKFN Stock Holding History

Kanaly Trust’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
2014 Q4	–	Sell	-89	Closed	-$2K	–	761
2014 Q3	$2K	Buy	+89	New	+$2.26K	﹤0.01%	713

Other funds holding LKFN

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

CWAM

Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Kanaly Trust's LKFN Position: Q4 2014 in Review

Kanaly Trust sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 89 shares — an estimated $2K sold.

Kanaly Trust first reported a position in LKFN in Q3 2014 and held it in 1 quarter. The position peaked at $2K in Q3 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

Kanaly Trust reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
Kanaly Trust sold 89 Lakeland Financial Corp shares in Q4 2014, an estimated $2K.
Kanaly Trust first reported a position in Lakeland Financial Corp in Q3 2014 and held it in 1 quarter.
Kanaly Trust's Lakeland Financial Corp position peaked at $2K in Q3 2014.
123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Kanaly Trust's 13F filing for Q4 2014, filed 26 Jan 2015.