Patten Group’s Lakeland Financial Corp LKFN Stock Holding History

Patten 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
2018 Q4	–	Sell	-161	Closed	-$7K	–	649
2018 Q3	$7K	Hold	161	–	–	﹤0.01%	570
2018 Q2	$8K	Buy	+161	New	+$7.83K	﹤0.01%	524

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

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

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

VNIM

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

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

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

Patten Group's LKFN Position: Q4 2018 in Review

Patten Group sold out of Lakeland Financial Corp (LKFN) in Q4 2018, closing a stake of 161 shares — an estimated $7K sold.

Patten Group first reported a position in LKFN in Q2 2018 and held it in 2 quarters. The position peaked at $8K in Q2 2018. 137 funds tracked by Wall St. Rank hold LKFN as of Q4 2018.

Patten Group reported no remaining Lakeland Financial Corp position as of Q4 2018 after selling out during the quarter.
Patten Group sold 161 Lakeland Financial Corp shares in Q4 2018, an estimated $7K.
Patten Group first reported a position in Lakeland Financial Corp in Q2 2018 and held it in 2 quarters.
Patten Group's Lakeland Financial Corp position peaked at $8K in Q2 2018.
137 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2018.

Based on Patten Group's 13F filing for Q4 2018, filed 12 Feb 2019.