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

Piedmont 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
2018
Q3 		– Sell
-424
Closed -$20K – 1723
2018
Q2 		$20K Buy
+424
New +$20.6K ﹤0.01% 1588

Other funds holding LKFN

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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $481B AUM 30.42% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
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
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Piedmont Investment Advisors's LKFN Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Lakeland Financial Corp (LKFN) in Q3 2018, closing a stake of 424 shares — an estimated $20K sold.

Piedmont Investment Advisors first reported a position in LKFN in Q2 2018 and held it in 1 quarter. The position peaked at $20K in Q2 2018. 140 funds tracked by Wall St. Rank hold LKFN as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Lakeland Financial Corp position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 424 Lakeland Financial Corp shares in Q3 2018, an estimated $20K.
  • Piedmont Investment Advisors first reported a position in Lakeland Financial Corp in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Lakeland Financial Corp position peaked at $20K in Q2 2018.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.