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WFG Advisors’s Lakeland Financial Corp LKFN Stock Holding History

WFG 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
Q1 		– Sell
-32
Closed -$1K – 2122
2013
Q4 		$1K Hold
32
– – ﹤0.01% 2097
2013
Q3 		$1K Buy
+32
New +$677 ﹤0.01% 2046

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
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
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
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WFG Advisors's LKFN Position: Q1 2014 in Review

WFG Advisors sold out of Lakeland Financial Corp (LKFN) in Q1 2014, closing a stake of 32 shares — an estimated $1K sold.

WFG Advisors first reported a position in LKFN in Q3 2013 and held it in 2 quarters. The position peaked at $1K in Q4 2013. 121 funds tracked by Wall St. Rank hold LKFN as of Q1 2014.

  • WFG Advisors reported no remaining Lakeland Financial Corp position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 32 Lakeland Financial Corp shares in Q1 2014, an estimated $1K.
  • WFG Advisors first reported a position in Lakeland Financial Corp in Q3 2013 and held it in 2 quarters.
  • WFG Advisors's Lakeland Financial Corp position peaked at $1K in Q4 2013.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.