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Opus Capital Group’s Lakeland Financial Corp LKFN Stock Holding History

Opus Capital Group’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
Q2 		– Sell
-16,884
Closed -$764K – 197
2019
Q1 		$764K Buy
16,884
+4,739
+39% +$216K 0.2% 113
2018
Q4 		$488K Buy
12,145
+1,357
+13% +$59K 0.1% 146
2018
Q3 		$501K Buy
10,788
+5,300
+97% +$259K 0.11% 148
2018
Q2 		$265K Hold
5,488
– – 0.06% 193
2018
Q1 		$254K Buy
5,488
+257
+5% +$12.3K 0.06% 202
2017
Q4 		$254K Buy
5,231
+719
+16% +$35.2K 0.06% 208
2017
Q3 		$219K Sell
4,512
-112
-2% -$5.06K 0.05% 211
2017
Q2 		$212K Sell
4,624
-3,199
-41% -$142K 0.04% 204
2017
Q1 		$337K Sell
7,823
-38
-0.5% -$1.7K 0.04% 195
2016
Q4 		$372K Buy
+7,861
New +$321K 0.06% 153
2016
Q3 		– Sell
-136,821
Closed -$4.29M – 208
2016
Q2 		$4.29M Buy
136,821
+261
+0.2% +$8.2K 0.95% 43
2016
Q1 		$4.17M Sell
136,560
-142,422
-51% -$4.12M 0.92% 44
2015
Q4 		$8.67M Sell
278,982
-7,164
-3% -$223K 1.46% 8
2015
Q3 		$8.61M Buy
286,146
+138,064
+93% +$3.89M 1.45% 10
2015
Q2 		$4.28M Sell
148,082
-1,954
-1% -$53K 0.67% 63
2015
Q1 		$4.06M Sell
150,036
-31,640
-17% -$846K 0.64% 73
2014
Q4 		$5.26M Sell
181,676
-28,885
-14% -$776K 0.76% 61
2014
Q3 		$5.26M Buy
+210,561
New +$5.34M 0.72% 61

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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

Opus Capital Group's LKFN Position: Q2 2019 in Review

Opus Capital Group sold out of Lakeland Financial Corp (LKFN) in Q2 2019, closing a stake of 16,884 shares — an estimated $764K sold.

Opus Capital Group first reported a position in LKFN in Q3 2014 and held it in 18 quarters. The position peaked at $8.67M in Q4 2015. 149 funds tracked by Wall St. Rank hold LKFN as of Q2 2019.

  • Opus Capital Group reported no remaining Lakeland Financial Corp position as of Q2 2019 after selling out during the quarter.
  • Opus Capital Group sold 16,884 Lakeland Financial Corp shares in Q2 2019, an estimated $764K.
  • Opus Capital Group first reported a position in Lakeland Financial Corp in Q3 2014 and held it in 18 quarters.
  • Opus Capital Group's Lakeland Financial Corp position peaked at $8.67M in Q4 2015.
  • 149 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2019.

Based on Opus Capital Group's 13F filing for Q2 2019, filed 8 Aug 2019.