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

McKinley 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
2015 Q2	–	Sell	-64,163	Closed	-$1.74M	–	342
2015 Q1	$1.74M	Hold	64,163	–	–	0.07%	199
2014 Q4	$1.86M	Sell	64,163 -28,570	-31%	-$768K	0.07%	198
2014 Q3	$2.32M	Sell	92,733 -15	-0%	-$381	0.1%	167
2014 Q2	$2.36M	Sell	92,748 -545	-0.6%	-$13.6K	0.1%	166
2014 Q1	$2.5M	Sell	93,293 -118	-0.1%	-$3K	0.11%	171
2013 Q4	$2.43M	Sell	93,411 -147	-0.2%	-$3.53K	0.1%	175
2013 Q3	$2.04M	Buy	+93,558	New	+$1.98M	0.09%	179

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 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

McKinley Capital Management's LKFN Position: Q2 2015 in Review

McKinley Capital Management sold out of Lakeland Financial Corp (LKFN) in Q2 2015, closing a stake of 64,163 shares — an estimated $1.74M sold.

McKinley Capital Management first reported a position in LKFN in Q3 2013 and held it in 7 quarters. The position peaked at $2.5M in Q1 2014. 115 funds tracked by Wall St. Rank hold LKFN as of Q2 2015.

McKinley Capital Management reported no remaining Lakeland Financial Corp position as of Q2 2015 after selling out during the quarter.
McKinley Capital Management sold 64,163 Lakeland Financial Corp shares in Q2 2015, an estimated $1.74M.
McKinley Capital Management first reported a position in Lakeland Financial Corp in Q3 2013 and held it in 7 quarters.
McKinley Capital Management's Lakeland Financial Corp position peaked at $2.5M in Q1 2014.
115 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2015.

Based on McKinley Capital Management's 13F filing for Q2 2015, filed 6 Aug 2015.