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QS Batterymarch Financial Management’s Lakeland Financial Corp LKFN Stock Holding History

QS Batterymarch Financial 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
2014
Q3 		– Sell
-106,602
Closed -$2.71M – 922
2014
Q2 		$2.71M Sell
106,602
-47,520
-31% -$1.18M 0.07% 385
2014
Q1 		$4.13M Sell
154,122
-23,775
-13% -$604K 0.09% 342
2013
Q4 		$4.63M Sell
177,897
-1,380
-0.8% -$33.1K 0.1% 321
2013
Q3 		$3.9M Hold
179,277
– – 0.08% 351
2013
Q2 		$3.32M Buy
+179,277
New +$3.25M 0.06% 424

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

QS Batterymarch Financial Management's LKFN Position: Q3 2014 in Review

QS Batterymarch Financial Management sold out of Lakeland Financial Corp (LKFN) in Q3 2014, closing a stake of 106,602 shares — an estimated $2.71M sold.

QS Batterymarch Financial Management first reported a position in LKFN in Q2 2013 and held it in 5 quarters. The position peaked at $4.63M in Q4 2013. 124 funds tracked by Wall St. Rank hold LKFN as of Q3 2014.

  • QS Batterymarch Financial Management reported no remaining Lakeland Financial Corp position as of Q3 2014 after selling out during the quarter.
  • QS Batterymarch Financial Management sold 106,602 Lakeland Financial Corp shares in Q3 2014, an estimated $2.71M.
  • QS Batterymarch Financial Management first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 5 quarters.
  • QS Batterymarch Financial Management's Lakeland Financial Corp position peaked at $4.63M in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2014.

Based on QS Batterymarch Financial Management's 13F filing for Q3 2014, filed 14 Nov 2014.