Maltese Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Maltese Capital Management’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	-73,200	Closed	-$1.83M	–	214
2014 Q3	$1.83M	Sell	73,200 -97,650	-57%	-$2.48M	0.22%	136
2014 Q2	$4.35M	Buy	+170,850	New	+$4.26M	0.57%	64
2013 Q3	–	Sell	-96,900	Closed	-$1.79M	–	176
2013 Q2	$1.79M	Buy	+96,900	New	+$1.76M	0.19%	125

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

Maltese Capital Management's LKFN Position: Q4 2014 in Review

Maltese Capital Management sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 73,200 shares — an estimated $1.83M sold.

Maltese Capital Management first reported a position in LKFN in Q2 2013 and held it in 3 quarters. The position peaked at $4.35M in Q2 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

Maltese Capital Management reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
Maltese Capital Management sold 73,200 Lakeland Financial Corp shares in Q4 2014, an estimated $1.83M.
Maltese Capital Management first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 3 quarters.
Maltese Capital Management's Lakeland Financial Corp position peaked at $4.35M in Q2 2014.
123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Maltese Capital Management's 13F filing for Q4 2014, filed 13 Feb 2015.