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Winfield Associates’s Lakeland Financial Corp LKFN Stock Holding History

Winfield Associates’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
Q3 		– Sell
-87
Closed -$4K – 846
2017
Q2 		$4K Buy
+87
New +$3.87K ﹤0.01% 576

Other funds holding LKFN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
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
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Winfield Associates's LKFN Position: Q3 2017 in Review

Winfield Associates sold out of Lakeland Financial Corp (LKFN) in Q3 2017, closing a stake of 87 shares — an estimated $4K sold.

Winfield Associates first reported a position in LKFN in Q2 2017 and held it in 1 quarter. The position peaked at $4K in Q2 2017. 123 funds tracked by Wall St. Rank hold LKFN as of Q3 2017.

  • Winfield Associates reported no remaining Lakeland Financial Corp position as of Q3 2017 after selling out during the quarter.
  • Winfield Associates sold 87 Lakeland Financial Corp shares in Q3 2017, an estimated $4K.
  • Winfield Associates first reported a position in Lakeland Financial Corp in Q2 2017 and held it in 1 quarter.
  • Winfield Associates's Lakeland Financial Corp position peaked at $4K in Q2 2017.
  • 123 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q3 2017.

Based on Winfield Associates's 13F filing for Q3 2017, filed 6 Nov 2017.