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New England Securities’s Lakeland Financial Corp LKFN Stock Holding History

New England Securities’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
2013
Q4 		– Sell
-213
Closed -$5K – 1683
2013
Q3 		$5K Hold
213
– – ﹤0.01% 1173
2013
Q2 		$4K Buy
+213
New +$3.86K ﹤0.01% 1105

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
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
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
CM
CS McKee Pittsburgh, Pennsylvania $1.09B AUM 31.33% 1-Year Est. Return

New England Securities's LKFN Position: Q4 2013 in Review

New England Securities sold out of Lakeland Financial Corp (LKFN) in Q4 2013, closing a stake of 213 shares — an estimated $5K sold.

New England Securities first reported a position in LKFN in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 120 funds tracked by Wall St. Rank hold LKFN as of Q4 2013.

  • New England Securities reported no remaining Lakeland Financial Corp position as of Q4 2013 after selling out during the quarter.
  • New England Securities sold 213 Lakeland Financial Corp shares in Q4 2013, an estimated $5K.
  • New England Securities first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 2 quarters.
  • New England Securities's Lakeland Financial Corp position peaked at $5K in Q3 2013.
  • 120 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2013.

Based on New England Securities's 13F filing for Q4 2013, filed 31 Jan 2014.