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Waverly Advisors’s Lakeland Financial Corp LKFN Stock Holding History

Waverly 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
2014
Q4 		– Sell
-120
Closed -$3K – 557
2014
Q3 		$3K Hold
120
– – ﹤0.01% 698
2014
Q2 		$3K Hold
120
– – ﹤0.01% 666
2014
Q1 		$3K Hold
120
– – ﹤0.01% 627
2013
Q4 		$3K Buy
+120
New +$2.88K ﹤0.01% 748

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
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

Waverly Advisors's LKFN Position: Q4 2014 in Review

Waverly Advisors sold out of Lakeland Financial Corp (LKFN) in Q4 2014, closing a stake of 120 shares — an estimated $3K sold.

Waverly Advisors first reported a position in LKFN in Q4 2013 and held it in 4 quarters. The position peaked at $3K in Q3 2014. 123 funds tracked by Wall St. Rank hold LKFN as of Q4 2014.

  • Waverly Advisors reported no remaining Lakeland Financial Corp position as of Q4 2014 after selling out during the quarter.
  • Waverly Advisors sold 120 Lakeland Financial Corp shares in Q4 2014, an estimated $3K.
  • Waverly Advisors first reported a position in Lakeland Financial Corp in Q4 2013 and held it in 4 quarters.
  • Waverly Advisors's Lakeland Financial Corp position peaked at $3K in Q3 2014.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2014.

Based on Waverly Advisors's 13F filing for Q4 2014, filed 15 Jan 2015.