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Nine Chapters Capital Management’s Lakeland Financial Corp LKFN Stock Holding History

Nine Chapters Capital Management’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
2014
Q4 		– Sell
-14,700
Closed -$368K – 1065
2014
Q3 		$368K Sell
14,700
-4,050
-22% -$103K 0.03% 638
2014
Q2 		$477K Buy
+18,750
New +$467K 0.04% 566

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 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 $552B AUM 44.19% 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 $178B AUM 37.23% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Nine Chapters Capital Management's LKFN Position: Q4 2014 in Review

Nine Chapters Capital Management sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 14,700 shares — an estimated $368K sold.

Nine Chapters Capital Management first reported a position in LKFN in Q2 2014 and held it in 2 quarters. The position peaked at $477K in Q2 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • Nine Chapters Capital Management reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Nine Chapters Capital Management sold 14,700 Lakeland Financial Corp shares in Q4 2014, an estimated $368K.
  • Nine Chapters Capital Management first reported a position in Lakeland Financial Corp in Q2 2014 and held it in 2 quarters.
  • Nine Chapters Capital Management's Lakeland Financial Corp position peaked at $477K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Nine Chapters Capital Management's 13F filing for Q4 2014, filed 9 Feb 2015.