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Spark Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Spark Investment 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
2018
Q1 		– Sell
-9,100
Closed -$441K – 662
2017
Q4 		$441K Hold
9,100
– – 0.02% 474
2017
Q3 		$443K Sell
9,100
-8,500
-48% -$384K 0.02% 502
2017
Q2 		$807K Hold
17,600
– – 0.05% 426
2017
Q1 		$758K Hold
17,600
– – 0.05% 466
2016
Q4 		$833K Buy
+17,600
New +$718K 0.07% 376
2015
Q4 		– Sell
-8,550
Closed -$257K – 799
2015
Q3 		$257K Buy
+8,550
New +$241K 0.03% 498

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Spark Investment Management's LKFN Position: Q1 2018 in Review

Spark Investment Management sold out of Lakeland Financial Corp (LKFN) in Q1 2018, closing a stake of 9,100 shares — an estimated $441K sold.

Spark Investment Management first reported a position in LKFN in Q3 2015 and held it in 6 quarters. The position peaked at $833K in Q4 2016. 140 funds tracked by Wall St. Rank hold LKFN as of Q1 2018.

  • Spark Investment Management reported no remaining Lakeland Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Spark Investment Management sold 9,100 Lakeland Financial Corp shares in Q1 2018, an estimated $441K.
  • Spark Investment Management first reported a position in Lakeland Financial Corp in Q3 2015 and held it in 6 quarters.
  • Spark Investment Management's Lakeland Financial Corp position peaked at $833K in Q4 2016.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2018.

Based on Spark Investment Management's 13F filing for Q1 2018, filed 10 May 2018.