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New Amsterdam Partners’s Lakeland Financial Corp LKFN Stock Holding History

New Amsterdam Partners’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
-182,735
Closed -$4.94M – 126
2015
Q1 		$4.94M Buy
182,735
+243
+0.1% +$6.5K 0.4% 56
2014
Q4 		$5.29M Buy
182,492
+15,224
+9% +$409K 0.46% 51
2014
Q3 		$4.18M Buy
167,268
+22,975
+16% +$583K 0.28% 60
2014
Q2 		$3.67M Buy
144,293
+61,598
+74% +$1.53M 0.24% 66
2014
Q1 		$2.22M Buy
+82,695
New +$2.1M 0.15% 103

Other funds holding LKFN

Fidelity Investments
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

New Amsterdam Partners's LKFN Position: Q2 2015 in Review

New Amsterdam Partners sold out of Lakeland Financial Corp (LKFN) in Q2 2015, closing a stake of 182,735 shares — an estimated $4.94M sold.

New Amsterdam Partners first reported a position in LKFN in Q1 2014 and held it in 5 quarters. The position peaked at $5.29M in Q4 2014. 115 funds tracked by Wall St. Rank hold LKFN as of Q2 2015.

  • New Amsterdam Partners reported no remaining Lakeland Financial Corp position as of Q2 2015 after selling out during the quarter.
  • New Amsterdam Partners sold 182,735 Lakeland Financial Corp shares in Q2 2015, an estimated $4.94M.
  • New Amsterdam Partners first reported a position in Lakeland Financial Corp in Q1 2014 and held it in 5 quarters.
  • New Amsterdam Partners's Lakeland Financial Corp position peaked at $5.29M in Q4 2014.
  • 115 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2015.

Based on New Amsterdam Partners's 13F filing for Q2 2015, filed 7 Aug 2015.