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

Wallington 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
2014
Q4 		– Sell
-150
Closed -$4K – 110
2014
Q3 		$4K Buy
+150
New +$3.81K ﹤0.01% 109

Other funds holding LKFN

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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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Wallington Asset Management's LKFN Position: Q4 2014 in Review

Wallington Asset Management sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 150 shares — an estimated $4K sold.

Wallington Asset Management first reported a position in LKFN in Q3 2014 and held it in 1 quarter. The position peaked at $4K in Q3 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • Wallington Asset Management reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Wallington Asset Management sold 150 Lakeland Financial Corp shares in Q4 2014, an estimated $4K.
  • Wallington Asset Management first reported a position in Lakeland Financial Corp in Q3 2014 and held it in 1 quarter.
  • Wallington Asset Management's Lakeland Financial Corp position peaked at $4K in Q3 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Wallington Asset Management's 13F filing for Q4 2014, filed 29 Jan 2015.