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Nationwide Fund Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Nationwide Fund 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
2017
Q4 		– Sell
-13,443
Closed -$655K – 1154
2017
Q3 		$655K Sell
13,443
-11,010
-45% -$497K ﹤0.01% 2032
2017
Q2 		$1.12M Buy
24,453
+123
+0.5% +$5.48K ﹤0.01% 1718
2017
Q1 		$1.05M Sell
24,330
-3,350
-12% -$150K ﹤0.01% 1723
2016
Q4 		$1.31M Sell
27,680
-2,378
-8% -$97K 0.01% 1630
2016
Q3 		$1.06M Sell
30,058
-10,310
-26% -$356K ﹤0.01% 1748
2016
Q2 		$1.26M Buy
40,368
+2,280
+6% +$71.6K 0.01% 1591
2016
Q1 		$1.18M Sell
38,088
-3,374
-8% -$97.7K 0.01% 1621
2015
Q4 		$1.29M Sell
41,462
-25,422
-38% -$792K 0.01% 1593
2015
Q3 		$2.01M Hold
66,884
– – 0.01% 1352
2015
Q2 		$1.93M Sell
66,884
-2,020
-3% -$54.8K 0.01% 1447
2015
Q1 		$1.86M Sell
68,904
-632
-0.9% -$16.9K 0.01% 1530
2014
Q4 		$2.02M Sell
69,536
-4,930
-7% -$132K 0.01% 1408
2014
Q3 		$1.86M Sell
74,466
-12,960
-15% -$329K 0.01% 1480
2014
Q2 		$2.22M Sell
87,426
-1,086
-1% -$27.1K 0.01% 1423
2014
Q1 		$2.37M Sell
88,512
-6,398
-7% -$163K 0.01% 1258
2013
Q4 		$2.47M Sell
94,910
-14,874
-14% -$357K 0.01% 1350
2013
Q3 		$2.39M Sell
109,784
-2,815
-3% -$59.6K 0.01% 1310
2013
Q2 		$2.08M Buy
+112,599
New +$2.04M 0.01% 1273

Other funds holding LKFN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Nationwide Fund Advisors's LKFN Position: Q4 2017 in Review

Nationwide Fund Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2017, closing a stake of 13,443 shares — an estimated $655K sold.

Nationwide Fund Advisors first reported a position in LKFN in Q2 2013 and held it in 18 quarters. The position peaked at $2.47M in Q4 2013. 135 funds tracked by Wall St. Rank hold LKFN as of Q4 2017.

  • Nationwide Fund Advisors reported no remaining Lakeland Financial Corp position as of Q4 2017 after selling out during the quarter.
  • Nationwide Fund Advisors sold 13,443 Lakeland Financial Corp shares in Q4 2017, an estimated $655K.
  • Nationwide Fund Advisors first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 18 quarters.
  • Nationwide Fund Advisors's Lakeland Financial Corp position peaked at $2.47M in Q4 2013.
  • 135 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2017.

Based on Nationwide Fund Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.