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

SEI 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
Q3 		$128K Buy
5,106
+2,113
+71% +$53.6K ﹤0.01% 1418
2014
Q2 		$76K Buy
2,993
+293
+11% +$7.3K ﹤0.01% 1499
2014
Q1 		$72K Sell
2,700
-4,650
-63% -$118K ﹤0.01% 1491
2013
Q4 		$191K Sell
7,350
-1,200
-14% -$28.8K ﹤0.01% 1363
2013
Q3 		$186K Sell
8,550
-1,200
-12% -$25.4K ﹤0.01% 1281
2013
Q2 		$180K Buy
+9,750
New +$177K ﹤0.01% 1191

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

SEI Trust Company's LKFN Position: Q3 2014 in Review

SEI Trust Company increased its Lakeland Financial Corp (LKFN) stake by 71% in Q3 2014, buying an estimated $53.6K and bringing the position to 5,106 shares worth $128K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

SEI Trust Company first reported a position in LKFN in Q2 2013 and has held it in 6 quarters since. The position peaked at $191K in Q4 2013. 124 funds tracked by Wall St. Rank hold LKFN as of Q3 2014.

  • SEI Trust Company held 5,106 shares of Lakeland Financial Corp worth $128K as of Q3 2014.
  • SEI Trust Company bought 2,113 Lakeland Financial Corp shares in Q3 2014, an estimated $53.6K.
  • Lakeland Financial Corp made up ﹤0.01% of SEI Trust Company's portfolio in Q3 2014, its #1418 holding.
  • SEI Trust Company first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 6 quarters since.
  • SEI Trust Company's Lakeland Financial Corp position peaked at $191K in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2014.

Based on SEI Trust Company's 13F filing for Q3 2014, filed 28 Oct 2014.