ZIM
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Zacks Investment Management’s Lakeland Financial Corp LKFN Stock Holding History

Zacks Investment 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
2014
Q2 		– Sell
-36,404
Closed -$976K – 707
2014
Q1 		$976K Buy
36,404
+10,428
+40% +$265K 0.04% 256
2013
Q4 		$675K Buy
25,976
+7,628
+42% +$183K 0.03% 312
2013
Q3 		$399K Buy
+18,348
New +$388K 0.02% 418

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's LKFN Position: Q2 2014 in Review

Zacks Investment Management sold out of Lakeland Financial Corp (LKFN) in Q2 2014, closing a stake of 36,404 shares — an estimated $976K sold.

Zacks Investment Management first reported a position in LKFN in Q3 2013 and held it in 3 quarters. The position peaked at $976K in Q1 2014. 121 funds tracked by Wall St. Rank hold LKFN as of Q2 2014.

  • Zacks Investment Management reported no remaining Lakeland Financial Corp position as of Q2 2014 after selling out during the quarter.
  • Zacks Investment Management sold 36,404 Lakeland Financial Corp shares in Q2 2014, an estimated $976K.
  • Zacks Investment Management first reported a position in Lakeland Financial Corp in Q3 2013 and held it in 3 quarters.
  • Zacks Investment Management's Lakeland Financial Corp position peaked at $976K in Q1 2014.
  • 121 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2014.

Based on Zacks Investment Management's 13F filing for Q2 2014, filed 12 Aug 2014.