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Putnam Investments’s Lakeland Financial Corp LKFN Stock Holding History

Putnam Investments’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
2017
Q3 		– Sell
-76,510
Closed -$3.51M – 1153
2017
Q2 		$3.51M Buy
76,510
+6,800
+10% +$303K 0.01% 609
2017
Q1 		$3.01M Buy
69,710
+3,700
+6% +$165K 0.01% 765
2016
Q4 		$3.13M Sell
66,010
-7,700
-10% -$314K 0.01% 734
2016
Q3 		$2.61M Sell
73,710
-62,451
-46% -$2.16M 0.01% 771
2016
Q2 		$4.27M Buy
136,161
+22,050
+19% +$692K 0.01% 699
2016
Q1 		$3.48M Sell
114,111
-14,700
-11% -$426K 0.01% 784
2015
Q4 		$4M Sell
128,811
-45,842
-26% -$1.43M 0.01% 749
2015
Q3 		$5.26M Hold
174,653
– – 0.01% 653
2015
Q2 		$5.05M Sell
174,653
-51,600
-23% -$1.4M 0.01% 726
2015
Q1 		$6.12M Buy
226,253
+6,450
+3% +$172K 0.01% 712
2014
Q4 		$6.37M Sell
219,803
-20,400
-8% -$548K 0.01% 686
2014
Q3 		$6M Sell
240,203
-49,350
-17% -$1.25M 0.01% 696
2014
Q2 		$7.37M Buy
289,553
+22,650
+8% +$564K 0.02% 605
2014
Q1 		$7.16M Buy
266,903
+9,750
+4% +$248K 0.02% 609
2013
Q4 		$6.69M Sell
257,153
-50,250
-16% -$1.21M 0.02% 618
2013
Q3 		$6.69M Buy
307,403
+14,303
+5% +$303K 0.02% 579
2013
Q2 		$5.42M Buy
+293,100
New +$5.32M 0.02% 647

Other funds holding LKFN

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Putnam Investments's LKFN Position: Q3 2017 in Review

Putnam Investments sold out of Lakeland Financial Corp (LKFN) in Q3 2017, closing a stake of 76,510 shares — an estimated $3.51M sold.

Putnam Investments first reported a position in LKFN in Q2 2013 and held it in 17 quarters. The position peaked at $7.37M in Q2 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q3 2017.

  • Putnam Investments reported no remaining Lakeland Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Putnam Investments sold 76,510 Lakeland Financial Corp shares in Q3 2017, an estimated $3.51M.
  • Putnam Investments first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 17 quarters.
  • Putnam Investments's Lakeland Financial Corp position peaked at $7.37M in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2017.

Based on Putnam Investments's 13F filing for Q3 2017, filed 14 Nov 2017.