MSI Financial Services’s Lakeland Financial Corp LKFN Stock Holding History

MSI 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
2016 Q4	$6K	Hold	118	–	–	﹤0.01%	3072
2016 Q3	$4K	Sell	118 -1,114	-90%	-$38.5K	﹤0.01%	3238
2016 Q2	$39K	Hold	1,232	–	–	﹤0.01%	1946
2016 Q1	$38K	Hold	1,232	–	–	﹤0.01%	1909
2015 Q4	$38K	Buy	1,232 +1,113	+935%	+$34.7K	﹤0.01%	1903
2015 Q3	$4K	Hold	119	–	–	﹤0.01%	2505
2015 Q2	$3K	Hold	119	–	–	﹤0.01%	2652
2015 Q1	$3K	Hold	119	–	–	﹤0.01%	2614
2014 Q4	$3K	Hold	119	–	–	﹤0.01%	2305
2014 Q3	$3K	Hold	119	–	–	﹤0.01%	2283
2014 Q2	$3K	Hold	119	–	–	﹤0.01%	2242
2014 Q1	$3K	Hold	119	–	–	﹤0.01%	2181
2013 Q4	$3K	Hold	119	–	–	﹤0.01%	2151
2013 Q3	$3K	Hold	119	–	–	﹤0.01%	1849
2013 Q2	$2K	Buy	+119	New	+$2.16K	﹤0.01%	2113

Other funds holding LKFN

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

BFA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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

MSI Financial Services's LKFN Position: Q4 2016 in Review

MSI Financial Services held its Lakeland Financial Corp (LKFN) position steady in Q4 2016 at 118 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #3072.

MSI Financial Services first reported a position in LKFN in Q2 2013 and has held it in 15 quarters since. The position peaked at $39K in Q2 2016. 127 funds tracked by Wall St. Rank hold LKFN as of Q4 2016.

MSI Financial Services held 118 shares of Lakeland Financial Corp worth $6K as of Q4 2016.
MSI Financial Services left its Lakeland Financial Corp share count unchanged in Q4 2016.
Lakeland Financial Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #3072 holding.
MSI Financial Services first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 15 quarters since.
MSI Financial Services's Lakeland Financial Corp position peaked at $39K in Q2 2016.
127 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.