Advisors Asset Management’s SouthState Bank Corp SSB Stock Holding History

Advisors Asset Management’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-867	Closed	-$58K	–	1826
2014 Q4	$58K	Sell	867 -102	-11%	-$6.26K	﹤0.01%	1646
2014 Q3	$54K	Buy	+969	New	+$57.2K	﹤0.01%	1616
2014 Q2	–	Sell	-1,257	Closed	-$79K	–	1799
2014 Q1	$79K	Buy	1,257 +716	+132%	+$44.4K	﹤0.01%	1517
2013 Q4	$36K	Buy	+541	New	+$33.1K	﹤0.01%	1682

Other funds holding SSB

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Advisors Asset Management's SSB Position: Q1 2015 in Review

Advisors Asset Management sold out of SouthState Bank Corp (SSB) in Q1 2015, closing a stake of 867 shares — an estimated $58K sold.

Advisors Asset Management first reported a position in SSB in Q4 2013 and held it in 4 quarters. The position peaked at $79K in Q1 2014. 133 funds tracked by Wall St. Rank hold SSB as of Q1 2015.

Advisors Asset Management reported no remaining SouthState Bank Corp position as of Q1 2015 after selling out during the quarter.
Advisors Asset Management sold 867 SouthState Bank Corp shares in Q1 2015, an estimated $58K.
Advisors Asset Management first reported a position in SouthState Bank Corp in Q4 2013 and held it in 4 quarters.
Advisors Asset Management's SouthState Bank Corp position peaked at $79K in Q1 2014.
133 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q1 2015.

Based on Advisors Asset Management's 13F filing for Q1 2015, filed 13 May 2015.