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SII Investments’s Lakeland Financial Corp LKFN Stock Holding History

SII 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
Q4 		– Sell
-25,302
Closed -$1.24M – 514
2017
Q3 		$1.24M Sell
25,302
-900
-3% -$40.7K 0.07% 196
2017
Q2 		$1.21M Sell
26,202
-907
-3% -$40.4K 0.07% 198
2017
Q1 		$1.17M Sell
27,109
-600
-2% -$26.8K 0.08% 185
2016
Q4 		$1.31M Sell
27,709
-900
-3% -$36.7K 0.1% 159
2016
Q3 		$1.01M Buy
28,609
+1,136
+4% +$39.2K 0.08% 192
2016
Q2 		$864K Buy
27,473
+1,523
+6% +$47.8K 0.07% 221
2016
Q1 		$788K Buy
25,950
+1,327
+5% +$38.4K 0.07% 233
2015
Q4 		$767K Sell
24,623
-555
-2% -$17.3K 0.1% 190
2015
Q3 		$757K Hold
25,178
– – 0.09% 214
2015
Q2 		$728K Buy
25,178
+2,355
+10% +$63.9K 0.09% 222
2015
Q1 		$616K Sell
22,823
-900
-4% -$24.1K 0.07% 242
2014
Q4 		$688K Hold
23,723
– – 0.09% 209
2014
Q3 		$596K Buy
23,723
+315
+1% +$7.99K 0.08% 234
2014
Q2 		$597K Buy
23,408
+4,605
+24% +$115K 0.09% 232
2014
Q1 		$459K Buy
18,803
+705
+4% +$17.9K 0.09% 240
2013
Q4 		$471K Buy
+18,098
New +$434K 0.08% 246

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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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

SII Investments's LKFN Position: Q4 2017 in Review

SII Investments sold out of Lakeland Financial Corp (LKFN) in Q4 2017, closing a stake of 25,302 shares — an estimated $1.24M sold.

SII Investments first reported a position in LKFN in Q4 2013 and held it in 16 quarters. The position peaked at $1.31M in Q4 2016. 135 funds tracked by Wall St. Rank hold LKFN as of Q4 2017.

  • SII Investments reported no remaining Lakeland Financial Corp position as of Q4 2017 after selling out during the quarter.
  • SII Investments sold 25,302 Lakeland Financial Corp shares in Q4 2017, an estimated $1.24M.
  • SII Investments first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 16 quarters.
  • SII Investments's Lakeland Financial Corp position peaked at $1.31M in Q4 2016.
  • 135 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.