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Private Trust Company’s Lakeland Financial Corp LKFN Stock Holding History

Private Trust Company’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
-98
Closed -$2K – 783
2014
Q3 		$2K Hold
98
– – ﹤0.01% 1599
2014
Q2 		$2K Hold
98
– – ﹤0.01% 1603
2014
Q1 		$3K Sell
98
-16
-14% -$407 ﹤0.01% 1353
2013
Q4 		$3K Hold
114
– – ﹤0.01% 1341
2013
Q3 		$2K Hold
114
– – ﹤0.01% 1420
2013
Q2 		$2K Buy
+114
New +$2.07K ﹤0.01% 1350

Other funds holding LKFN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $481B AUM 30.42% 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 $156B AUM 27.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Private Trust Company's LKFN Position: Q4 2014 in Review

Private Trust Company sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 98 shares — an estimated $2K sold.

Private Trust Company first reported a position in LKFN in Q2 2013 and held it in 6 quarters. The position peaked at $3K in Q1 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • Private Trust Company reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Private Trust Company sold 98 Lakeland Financial Corp shares in Q4 2014, an estimated $2K.
  • Private Trust Company first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 6 quarters.
  • Private Trust Company's Lakeland Financial Corp position peaked at $3K in Q1 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Private Trust Company's 13F filing for Q4 2014, filed 28 Jan 2015.