Emerald Mutual Fund Advisers Trust’s Southern First Bancshares SFST Stock Holding History

Emerald Mutual Fund Advisers Trust’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 Q4	–	Sell	-71,032	Closed	-$1.72M	–	321
2020 Q3	$1.72M	Hold	71,032	–	–	0.08%	145
2020 Q2	$1.97M	Hold	71,032	–	–	0.09%	138
2020 Q1	$2.02M	Hold	71,032	–	–	0.13%	134
2019 Q4	$3.02M	Hold	71,032	–	–	0.12%	157
2019 Q3	$2.83M	Hold	71,032	–	–	0.13%	161
2019 Q2	$2.78M	Hold	71,032	–	–	0.11%	167
2019 Q1	$2.41M	Hold	71,032	–	–	0.1%	181
2018 Q4	$2.28M	Hold	71,032	–	–	0.11%	177
2018 Q3	$2.79M	Hold	71,032	–	–	0.09%	201
2018 Q2	$3.14M	Hold	71,032	–	–	0.11%	182
2018 Q1	$3.16M	Hold	71,032	–	–	0.12%	179
2017 Q4	$2.93M	Hold	71,032	–	–	0.12%	182
2017 Q3	$2.58M	Hold	71,032	–	–	0.11%	187
2017 Q2	$2.63M	Buy	71,032 +25,000	+54%	+$859K	0.11%	176
2017 Q1	$1.5M	Hold	46,032	–	–	0.07%	197
2016 Q4	$1.66M	Hold	46,032	–	–	0.08%	181
2016 Q3	$1.27M	Hold	46,032	–	–	0.06%	183
2016 Q2	$1.11M	Hold	46,032	–	–	0.06%	183
2016 Q1	$1.12M	Hold	46,032	–	–	0.06%	172
2015 Q4	$1.04M	Hold	46,032	–	–	0.06%	184
2015 Q3	$943K	Hold	46,032	–	–	0.06%	189
2015 Q2	$824K	Buy	46,032 +25,096	+120%	+$443K	0.06%	177
2015 Q1	$377K	Buy	+20,936	New	+$360K	0.03%	204

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

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

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

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

ECA

Endeavour Capital Advisors Greenwich, Connecticut $441M AUM 21.38% 1-Year Est. Return

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

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

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's SFST Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Southern First Bancshares (SFST) in Q4 2020, closing a stake of 71,032 shares — an estimated $1.72M sold.

Emerald Mutual Fund Advisers Trust first reported a position in SFST in Q1 2015 and held it in 23 quarters. The position peaked at $3.16M in Q1 2018. 81 funds tracked by Wall St. Rank hold SFST as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Southern First Bancshares position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 71,032 Southern First Bancshares shares in Q4 2020, an estimated $1.72M.
Emerald Mutual Fund Advisers Trust first reported a position in Southern First Bancshares in Q1 2015 and held it in 23 quarters.
Emerald Mutual Fund Advisers Trust's Southern First Bancshares position peaked at $3.16M in Q1 2018.
81 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.