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Summit Trail Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Summit Trail Advisors’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
-199
Closed -$10K – 1136
2017
Q4 		$10K Buy
+199
New +$9.74K ﹤0.01% 1225

Other funds holding LKFN

BlackRock
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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

Summit Trail Advisors's LKFN Position: Q1 2018 in Review

Summit Trail Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2018, closing a stake of 199 shares — an estimated $10K sold.

Summit Trail Advisors first reported a position in LKFN in Q4 2017 and held it in 1 quarter. The position peaked at $10K in Q4 2017. 140 funds tracked by Wall St. Rank hold LKFN as of Q1 2018.

  • Summit Trail Advisors reported no remaining Lakeland Financial Corp position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 199 Lakeland Financial Corp shares in Q1 2018, an estimated $10K.
  • Summit Trail Advisors first reported a position in Lakeland Financial Corp in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Lakeland Financial Corp position peaked at $10K in Q4 2017.
  • 140 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.