HT
SBCF icon

Heritage Trust’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Heritage Trust’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-22
Closed -$1K – 371
2018
Q4 		$1K Hold
22
– – ﹤0.01% 431
2018
Q3 		$1K Hold
22
– – ﹤0.01% 423
2018
Q2 		$1K Hold
22
– – ﹤0.01% 395
2018
Q1 		$1K Hold
22
– – ﹤0.01% 372
2017
Q4 		$1K Buy
+22
New +$550 ﹤0.01% 386

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Heritage Trust's SBCF Position: Q1 2019 in Review

Heritage Trust sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2019, closing a stake of 22 shares — an estimated $1K sold.

Heritage Trust first reported a position in SBCF in Q4 2017 and held it in 5 quarters. The position peaked at $1K in Q4 2018. 156 funds tracked by Wall St. Rank hold SBCF as of Q1 2019.

  • Heritage Trust reported no remaining Seacoast Banking Corp of Florida position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 22 Seacoast Banking Corp of Florida shares in Q1 2019, an estimated $1K.
  • Heritage Trust first reported a position in Seacoast Banking Corp of Florida in Q4 2017 and held it in 5 quarters.
  • Heritage Trust's Seacoast Banking Corp of Florida position peaked at $1K in Q4 2018.
  • 156 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.