Ladenburg Thalmann Financial Services’s Lakeland Financial Corp LKFN Stock Holding History

Ladenburg Thalmann Financial Services’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
2019 Q4	$5K	Buy	148 +82	+124%	+$3.81K	﹤0.01%	4782
2019 Q3	$3K	Sell	66 -32	-33%	-$1.41K	﹤0.01%	4867
2019 Q2	$4K	Buy	98 +50	+104%	+$2.33K	﹤0.01%	4786
2019 Q1	$2K	Hold	48	–	–	﹤0.01%	4944
2018 Q4	$2K	Hold	48	–	–	﹤0.01%	4898
2018 Q3	$2K	Buy	+48	New	+$2.35K	﹤0.01%	4887
2017 Q1	–	Sell	-174	Closed	-$8K	–	4917
2016 Q4	$8K	Hold	174	–	–	﹤0.01%	4011
2016 Q3	$6K	Buy	+174	New	+$6.01K	﹤0.01%	4076
2016 Q2	–	Sell	-47	Closed	-$1K	–	4790
2016 Q1	$1K	Hold	47	–	–	﹤0.01%	4529
2015 Q4	$1K	Hold	47	–	–	﹤0.01%	4519
2015 Q3	$1K	Hold	47	–	–	﹤0.01%	4427
2015 Q2	$1K	Sell	47 -480	-91%	-$13K	﹤0.01%	4500
2015 Q1	$14K	Buy	527 +480	+1,021%	+$12.8K	﹤0.01%	3413
2014 Q4	$1K	Buy	+47	New	+$1.26K	﹤0.01%	4211

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

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

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

VNIM

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

Ladenburg Thalmann Financial Services's LKFN Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Lakeland Financial Corp (LKFN) stake by 124% in Q4 2019, buying an estimated $3.81K and bringing the position to 148 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #4782.

Ladenburg Thalmann Financial Services first reported a position in LKFN in Q4 2014 and has held it in 14 quarters since. The position peaked at $14K in Q1 2015. 144 funds tracked by Wall St. Rank hold LKFN as of Q4 2019.

Ladenburg Thalmann Financial Services held 148 shares of Lakeland Financial Corp worth $5K as of Q4 2019.
Ladenburg Thalmann Financial Services bought 82 Lakeland Financial Corp shares in Q4 2019, an estimated $3.81K.
Lakeland Financial Corp made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4782 holding.
Ladenburg Thalmann Financial Services first reported a position in Lakeland Financial Corp in Q4 2014 and has held it in 14 quarters since.
Ladenburg Thalmann Financial Services's Lakeland Financial Corp position peaked at $14K in Q1 2015.
144 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.