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Stratos Wealth Partners’s Lakeland Financial Corp LKFN Stock Holding History

Stratos Wealth Partners’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
Q2 		– Sell
-2,068
Closed -$96K – 1885
2018
Q1 		$96K Buy
2,068
+19
+0.9% +$911 ﹤0.01% 1227
2017
Q4 		$99K Buy
+2,049
New +$100K ﹤0.01% 1190

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Neuberger Berman Group
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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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stratos Wealth Partners's LKFN Position: Q2 2018 in Review

Stratos Wealth Partners sold out of Lakeland Financial Corp (LKFN) in Q2 2018, closing a stake of 2,068 shares — an estimated $96K sold.

Stratos Wealth Partners first reported a position in LKFN in Q4 2017 and held it in 2 quarters. The position peaked at $99K in Q4 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q2 2018.

  • Stratos Wealth Partners reported no remaining Lakeland Financial Corp position as of Q2 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 2,068 Lakeland Financial Corp shares in Q2 2018, an estimated $96K.
  • Stratos Wealth Partners first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 2 quarters.
  • Stratos Wealth Partners's Lakeland Financial Corp position peaked at $99K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2018.

Based on Stratos Wealth Partners's 13F filing for Q2 2018, filed 13 Aug 2018.