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Willingdon Wealth Management’s Lakeland Financial Corp LKFN Stock Holding History

Willingdon Wealth 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
2017
Q4 		– Sell
-138
Closed -$7K – 360
2017
Q3 		$7K Buy
+138
New +$6.24K ﹤0.01% 241

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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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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

Willingdon Wealth Management's LKFN Position: Q4 2017 in Review

Willingdon Wealth Management sold out of Lakeland Financial Corp (LKFN) in Q4 2017, closing a stake of 138 shares — an estimated $7K sold.

Willingdon Wealth Management first reported a position in LKFN in Q3 2017 and held it in 1 quarter. The position peaked at $7K in Q3 2017. 135 funds tracked by Wall St. Rank hold LKFN as of Q4 2017.

  • Willingdon Wealth Management reported no remaining Lakeland Financial Corp position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 138 Lakeland Financial Corp shares in Q4 2017, an estimated $7K.
  • Willingdon Wealth Management first reported a position in Lakeland Financial Corp in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's Lakeland Financial Corp position peaked at $7K in Q3 2017.
  • 135 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.