PWM
LKFN icon

PRW Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

PRW Wealth Management’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
-11
Closed – – 393
2019
Q1 		$0 Hold
11
– – ﹤0.01% 747
2018
Q4 		$0 Buy
+11
New +$478 ﹤0.01% 726

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

PRW Wealth Management's LKFN Position: Q2 2019 in Review

PRW Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q2 2019, closing a stake of 11 shares.

PRW Wealth Management first reported a position in LKFN in Q4 2018 and held it in 2 quarters. The position peaked at $0 in Q1 2019. 149 funds tracked by Wall St. Rank hold LKFN as of Q2 2019.

  • PRW Wealth Management reported no remaining Lakeland Financial Corp position as of Q2 2019 after selling out during the quarter.
  • PRW Wealth Management sold 11 Lakeland Financial Corp shares in Q2 2019.
  • PRW Wealth Management first reported a position in Lakeland Financial Corp in Q4 2018 and held it in 2 quarters.
  • PRW Wealth Management's Lakeland Financial Corp position peaked at $0 in Q1 2019.
  • 149 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.