Cornerstone Advisors (Washington)’s Southern First Bancshares SFST Stock Holding History

Cornerstone Advisors (Washington)’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 Q2	–	Sell	-109	Closed	-$3K	–	783
2020 Q1	$3K	Hold	109	–	–	﹤0.01%	564
2019 Q4	$5K	Hold	109	–	–	﹤0.01%	501
2019 Q3	$4K	Hold	109	–	–	﹤0.01%	517
2019 Q2	$4K	Buy	109 +88	+419%	+$3.19K	﹤0.01%	984
2019 Q1	$1K	Buy	+21	New	+$749	﹤0.01%	1241

Other funds holding SFST

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Cornerstone Advisors (Washington)'s SFST Position: Q2 2020 in Review

Cornerstone Advisors (Washington) sold out of Southern First Bancshares (SFST) in Q2 2020, closing a stake of 109 shares — an estimated $3K sold.

Cornerstone Advisors (Washington) first reported a position in SFST in Q1 2019 and held it in 5 quarters. The position peaked at $5K in Q4 2019. 77 funds tracked by Wall St. Rank hold SFST as of Q2 2020.

Cornerstone Advisors (Washington) reported no remaining Southern First Bancshares position as of Q2 2020 after selling out during the quarter.
Cornerstone Advisors (Washington) sold 109 Southern First Bancshares shares in Q2 2020, an estimated $3K.
Cornerstone Advisors (Washington) first reported a position in Southern First Bancshares in Q1 2019 and held it in 5 quarters.
Cornerstone Advisors (Washington)'s Southern First Bancshares position peaked at $5K in Q4 2019.
77 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2020.

Based on Cornerstone Advisors (Washington)'s 13F filing for Q2 2020, filed 29 Jul 2020.