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UBS’s Lakeland Financial Corp LKFN Stock Holding History

UBS’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
2014
Q3 		$5K Hold
207
– – ﹤0.01% 9454
2014
Q2 		$5K Hold
207
– – ﹤0.01% 9505
2014
Q1 		$6K Sell
207
-2,651
-93% -$67.4K ﹤0.01% 9378
2013
Q4 		$74K Buy
+2,858
New +$68.5K ﹤0.01% 6434
2013
Q3 		– Sell
-962
Closed -$18K – 10556
2013
Q2 		$18K Buy
+962
New +$17.4K ﹤0.01% 8014

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

UBS's LKFN Position: Q3 2014 in Review

UBS held its Lakeland Financial Corp (LKFN) position steady in Q3 2014 at 207 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #9454.

UBS first reported a position in LKFN in Q2 2013 and has held it in 5 quarters since. The position peaked at $74K in Q4 2013. 124 funds tracked by Wall St. Rank hold LKFN as of Q3 2014.

  • UBS held 207 shares of Lakeland Financial Corp worth $5K as of Q3 2014.
  • UBS left its Lakeland Financial Corp share count unchanged in Q3 2014.
  • Lakeland Financial Corp made up ﹤0.01% of UBS's portfolio in Q3 2014, its #9454 holding.
  • UBS first reported a position in Lakeland Financial Corp in Q2 2013 and has held it in 5 quarters since.
  • UBS's Lakeland Financial Corp position peaked at $74K in Q4 2013.
  • 124 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.