Mutual Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Mutual Advisors’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
2018 Q3	–	Sell	-7,470	Closed	-$360K	–	479
2018 Q2	$360K	Buy	7,470 +344	+5%	+$16.7K	0.08%	290
2018 Q1	$329K	Sell	7,126 -173	-2%	-$8.29K	0.08%	294
2017 Q4	$354K	Buy	+7,299	New	+$357K	0.13%	199

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

Goldman Sachs New York $871B AUM 31.28% 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

Neuberger Berman Group New York $131B AUM 28.36% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mutual Advisors's LKFN Position: Q3 2018 in Review

Mutual Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2018, closing a stake of 7,470 shares — an estimated $360K sold.

Mutual Advisors first reported a position in LKFN in Q4 2017 and held it in 3 quarters. The position peaked at $360K in Q2 2018. 140 funds tracked by Wall St. Rank hold LKFN as of Q3 2018.

Mutual Advisors reported no remaining Lakeland Financial Corp position as of Q3 2018 after selling out during the quarter.
Mutual Advisors sold 7,470 Lakeland Financial Corp shares in Q3 2018, an estimated $360K.
Mutual Advisors first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 3 quarters.
Mutual Advisors's Lakeland Financial Corp position peaked at $360K in Q2 2018.
140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2018.

Based on Mutual Advisors's 13F filing for Q3 2018, filed 15 Nov 2018.