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Berman Capital Advisors’s Southern First Bancshares SFST Stock Holding History

Berman Capital Advisors’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
2020
Q1 		– Sell
-293
Closed -$12K – 1644
2019
Q4 		$12K Hold
293
– – ﹤0.01% 682
2019
Q3 		$11K Hold
293
– – ﹤0.01% 691
2019
Q2 		$11K Buy
+293
New +$10.6K ﹤0.01% 702

Other funds holding SFST

BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ECA
Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Berman Capital Advisors's SFST Position: Q1 2020 in Review

Berman Capital Advisors sold out of Southern First Bancshares (SFST) in Q1 2020, closing a stake of 293 shares — an estimated $12K sold.

Berman Capital Advisors first reported a position in SFST in Q2 2019 and held it in 3 quarters. The position peaked at $12K in Q4 2019. 74 funds tracked by Wall St. Rank hold SFST as of Q1 2020.

  • Berman Capital Advisors reported no remaining Southern First Bancshares position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 293 Southern First Bancshares shares in Q1 2020, an estimated $12K.
  • Berman Capital Advisors first reported a position in Southern First Bancshares in Q2 2019 and held it in 3 quarters.
  • Berman Capital Advisors's Southern First Bancshares position peaked at $12K in Q4 2019.
  • 74 funds tracked by Wall St. Rank held Southern First Bancshares as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.