FDx Advisors’s SouthState Bank Corp SSB Stock Holding History

FDx Advisors’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
2018 Q2	–	Sell	-3,504	Closed	-$299K	–	1075
2018 Q1	$299K	Sell	3,504 -7	-0.2%	-$620	0.01%	962
2017 Q4	$306K	Buy	+3,511	New	+$315K	0.01%	1028
2016 Q1	–	Sell	-3,781	Closed	-$272K	–	945
2015 Q4	$272K	Buy	+3,781	New	+$287K	0.01%	745
2015 Q3	–	Sell	-2,979	Closed	-$226K	–	865
2015 Q2	$226K	Buy	+2,979	New	+$213K	0.01%	852
2015 Q1	–	Sell	-3,034	Closed	-$204K	–	1929
2014 Q4	$204K	Buy	+3,034	New	+$186K	0.01%	848

Other funds holding SSB

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

FDx Advisors's SSB Position: Q2 2018 in Review

FDx Advisors sold out of SouthState Bank Corp (SSB) in Q2 2018, closing a stake of 3,504 shares — an estimated $299K sold.

FDx Advisors first reported a position in SSB in Q4 2014 and held it in 5 quarters. The position peaked at $306K in Q4 2017. 208 funds tracked by Wall St. Rank hold SSB as of Q2 2018.

FDx Advisors reported no remaining SouthState Bank Corp position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 3,504 SouthState Bank Corp shares in Q2 2018, an estimated $299K.
FDx Advisors first reported a position in SouthState Bank Corp in Q4 2014 and held it in 5 quarters.
FDx Advisors's SouthState Bank Corp position peaked at $306K in Q4 2017.
208 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.