OneDigital Investment Advisors’s Lakeland Financial Corp LKFN Stock Holding History

OneDigital Investment 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
2019 Q3	–	Sell	-510	Closed	-$24K	–	899
2019 Q2	$24K	Hold	510	–	–	﹤0.01%	758
2019 Q1	$23K	Hold	510	–	–	﹤0.01%	689
2018 Q4	$20K	Hold	510	–	–	﹤0.01%	690
2018 Q3	$24K	Hold	510	–	–	0.01%	608
2018 Q2	$25K	Hold	510	–	–	0.01%	724
2018 Q1	$24K	Hold	510	–	–	0.01%	752
2017 Q4	$25K	Hold	510	–	–	﹤0.01%	725
2017 Q3	$25K	Hold	510	–	–	0.01%	579
2017 Q2	$23K	Buy	+510	New	+$22.7K	0.01%	701

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VNIM

Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

OneDigital Investment Advisors's LKFN Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2019, closing a stake of 510 shares — an estimated $24K sold.

OneDigital Investment Advisors first reported a position in LKFN in Q2 2017 and held it in 9 quarters. The position peaked at $25K in Q2 2018. 141 funds tracked by Wall St. Rank hold LKFN as of Q3 2019.

OneDigital Investment Advisors reported no remaining Lakeland Financial Corp position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 510 Lakeland Financial Corp shares in Q3 2019, an estimated $24K.
OneDigital Investment Advisors first reported a position in Lakeland Financial Corp in Q2 2017 and held it in 9 quarters.
OneDigital Investment Advisors's Lakeland Financial Corp position peaked at $25K in Q2 2018.
141 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.