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Quotient Investors’s Lakeland Financial Corp LKFN Stock Holding History

Quotient Investors’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
2015
Q1 		– Sell
-7,350
Closed -$213K – 258
2014
Q4 		$213K Buy
+7,350
New +$198K 0.04% 224

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Quotient Investors's LKFN Position: Q1 2015 in Review

Quotient Investors sold out of Lakeland Financial Corp (LKFN) in Q1 2015, closing a stake of 7,350 shares — an estimated $213K sold.

Quotient Investors first reported a position in LKFN in Q4 2014 and held it in 1 quarter. The position peaked at $213K in Q4 2014. 114 funds tracked by Wall St. Rank hold LKFN as of Q1 2015.

  • Quotient Investors reported no remaining Lakeland Financial Corp position as of Q1 2015 after selling out during the quarter.
  • Quotient Investors sold 7,350 Lakeland Financial Corp shares in Q1 2015, an estimated $213K.
  • Quotient Investors first reported a position in Lakeland Financial Corp in Q4 2014 and held it in 1 quarter.
  • Quotient Investors's Lakeland Financial Corp position peaked at $213K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2015.

Based on Quotient Investors's 13F filing for Q1 2015, filed 10 Apr 2015.