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TFS Capital’s Lakeland Financial Corp LKFN Stock Holding History

TFS Capital’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
Q3 		– Sell
-20,435
Closed -$591K – 979
2015
Q2 		$591K Buy
+20,435
New +$554K 0.06% 473
2013
Q4 		– Sell
-46,005
Closed -$1M – 1553
2013
Q3 		$1M Buy
46,005
+23,122
+101% +$490K 0.05% 579
2013
Q2 		$423K Buy
+22,883
New +$415K 0.02% 971

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

TFS Capital's LKFN Position: Q3 2015 in Review

TFS Capital sold out of Lakeland Financial Corp (LKFN) in Q3 2015, closing a stake of 20,435 shares — an estimated $591K sold.

TFS Capital first reported a position in LKFN in Q2 2013 and held it in 3 quarters. The position peaked at $1M in Q3 2013. 111 funds tracked by Wall St. Rank hold LKFN as of Q3 2015.

  • TFS Capital reported no remaining Lakeland Financial Corp position as of Q3 2015 after selling out during the quarter.
  • TFS Capital sold 20,435 Lakeland Financial Corp shares in Q3 2015, an estimated $591K.
  • TFS Capital first reported a position in Lakeland Financial Corp in Q2 2013 and held it in 3 quarters.
  • TFS Capital's Lakeland Financial Corp position peaked at $1M in Q3 2013.
  • 111 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2015.

Based on TFS Capital's 13F filing for Q3 2015, filed 3 Nov 2015.