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Wealthspire Advisors (Maryland)’s Lakeland Financial Corp LKFN Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-175
Closed -$8K – 1317
2019
Q1 		$8K Sell
175
-101
-37% -$4.6K ﹤0.01% 1629
2018
Q4 		$11K Sell
276
-527
-66% -$22.9K ﹤0.01% 1429
2018
Q3 		$37K Sell
803
-399
-33% -$19.5K ﹤0.01% 1074
2018
Q2 		$58K Sell
1,202
-29
-2% -$1.41K 0.01% 920
2018
Q1 		$57K Buy
1,231
+14
+1% +$671 0.01% 929
2017
Q4 		$59K Hold
1,217
– – 0.01% 934
2017
Q3 		$59K Buy
1,217
+78
+7% +$3.52K 0.01% 909
2017
Q2 		$52K Buy
1,139
+92
+9% +$4.1K 0.01% 938
2017
Q1 		$45K Buy
1,047
+23
+2% +$1.03K 0.01% 831
2016
Q4 		$48K Sell
1,024
-97
-9% -$3.96K 0.01% 781
2016
Q3 		$40K Sell
1,121
-1
-0.1% -$35 0.01% 837
2016
Q2 		$35K Buy
1,122
+487
+77% +$15.3K 0.01% 817
2016
Q1 		$19K Buy
+635
New +$18.4K ﹤0.01% 988

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LKFN Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Lakeland Financial Corp (LKFN) in Q2 2019, closing a stake of 175 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in LKFN in Q1 2016 and held it in 13 quarters. The position peaked at $59K in Q4 2017. 149 funds tracked by Wall St. Rank hold LKFN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Lakeland Financial Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 175 Lakeland Financial Corp shares in Q2 2019, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Lakeland Financial Corp in Q1 2016 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Lakeland Financial Corp position peaked at $59K in Q4 2017.
  • 149 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.