Edge Advisors’s Southern First Bancshares SFST Stock Holding History

Edge 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
2018 Q2	$4K	Hold	100	–	–	﹤0.01%	760
2018 Q1	$4K	Hold	100	–	–	﹤0.01%	767
2017 Q4	$4K	Hold	100	–	–	﹤0.01%	808
2017 Q3	$3K	Hold	100	–	–	﹤0.01%	796
2017 Q2	$3K	Hold	100	–	–	﹤0.01%	847
2017 Q1	$3K	Buy	+100	New	+$3.42K	﹤0.01%	855

Other funds holding SFST

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 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

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

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Edge Advisors's SFST Position: Q2 2018 in Review

Edge Advisors held its Southern First Bancshares (SFST) position steady in Q2 2018 at 100 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Edge Advisors first reported a position in SFST in Q1 2017 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold SFST as of Q2 2018.

Edge Advisors held 100 shares of Southern First Bancshares worth $4K as of Q2 2018.
Edge Advisors left its Southern First Bancshares share count unchanged in Q2 2018.
Southern First Bancshares made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #760 holding.
Edge Advisors first reported a position in Southern First Bancshares in Q1 2017 and has held it in 6 quarters since.
75 funds tracked by Wall St. Rank held Southern First Bancshares as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.