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Advisor Group’s Southern First Bancshares SFST Stock Holding History

Advisor Group’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$10K – 5435
2019
Q3 		$10K Buy
+250
New +$9.71K ﹤0.01% 4353
2017
Q2 		– Sell
-1,533
Closed -$50K – 4892
2017
Q1 		$50K Buy
+1,533
New +$52.4K ﹤0.01% 2705

Other funds holding SFST

BFC
Banc Funds Company Chicago, Illinois $605M AUM 26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $552B AUM 44.19% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $145M AUM 35.04% 1-Year Est. Return

Advisor Group's SFST Position: Q4 2019 in Review

Advisor Group sold out of Southern First Bancshares (SFST) in Q4 2019, closing a stake of 250 shares — an estimated $10K sold.

Advisor Group first reported a position in SFST in Q1 2017 and held it in 2 quarters. The position peaked at $50K in Q1 2017. 82 funds tracked by Wall St. Rank hold SFST as of Q4 2019.

  • Advisor Group reported no remaining Southern First Bancshares position as of Q4 2019 after selling out during the quarter.
  • Advisor Group sold 250 Southern First Bancshares shares in Q4 2019, an estimated $10K.
  • Advisor Group first reported a position in Southern First Bancshares in Q1 2017 and held it in 2 quarters.
  • Advisor Group's Southern First Bancshares position peaked at $50K in Q1 2017.
  • 82 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.