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Gary Goldberg Planning Services’s SouthState Bank Corp SSB Stock Holding History

Gary Goldberg Planning Services’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
2014
Q2 		– Sell
-1
Closed – – 459
2014
Q1 		$0 Buy
+1
New +$62 ﹤0.01% 442

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Gary Goldberg Planning Services's SSB Position: Q2 2014 in Review

Gary Goldberg Planning Services sold out of SouthState Bank Corp (SSB) in Q2 2014, closing a stake of 1 share.

Gary Goldberg Planning Services first reported a position in SSB in Q1 2014 and held it in 1 quarter. The position peaked at $0 in Q1 2014. 68 funds tracked by Wall St. Rank hold SSB as of Q2 2014.

  • Gary Goldberg Planning Services reported no remaining SouthState Bank Corp position as of Q2 2014 after selling out during the quarter.
  • Gary Goldberg Planning Services sold 1 SouthState Bank Corp share in Q2 2014.
  • Gary Goldberg Planning Services first reported a position in SouthState Bank Corp in Q1 2014 and held it in 1 quarter.
  • Gary Goldberg Planning Services's SouthState Bank Corp position peaked at $0 in Q1 2014.
  • 68 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q2 2014, filed 6 Aug 2014.