TD Asset Management
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TD Asset Management’s Lakeland Financial Corp LKFN Stock Holding History

TD Asset 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
2015
Q1 		– Sell
-10,295
Closed -$298K – 1392
2014
Q4 		$298K Buy
+10,295
New +$277K ﹤0.01% 1233
2014
Q3 		– Sell
-8,904
Closed -$227K – 1329
2014
Q2 		$227K Hold
8,904
– – ﹤0.01% 1205
2014
Q1 		$239K Hold
8,904
– – ﹤0.01% 1201
2013
Q4 		$232K Buy
+8,904
New +$214K ﹤0.01% 1197

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

TD Asset Management's LKFN Position: Q1 2015 in Review

TD Asset Management sold out of Lakeland Financial Corp (LKFN) in Q1 2015, closing a stake of 10,295 shares — an estimated $298K sold.

TD Asset Management first reported a position in LKFN in Q4 2013 and held it in 4 quarters. The position peaked at $298K in Q4 2014. 114 funds tracked by Wall St. Rank hold LKFN as of Q1 2015.

  • TD Asset Management reported no remaining Lakeland Financial Corp position as of Q1 2015 after selling out during the quarter.
  • TD Asset Management sold 10,295 Lakeland Financial Corp shares in Q1 2015, an estimated $298K.
  • TD Asset Management first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 4 quarters.
  • TD Asset Management's Lakeland Financial Corp position peaked at $298K in Q4 2014.
  • 114 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2015.

Based on TD Asset Management's 13F filing for Q1 2015, filed 28 Apr 2015.