IHT Wealth Management’s Bank of South Carolina BKSC Stock Holding History

IHT Wealth Management’s Portfolio BKSC Stock Details BKSC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-1,100	Closed	-$21K	–	1652
2018 Q1	$21K	Hold	1,100	–	–	0.01%	969
2017 Q4	$19K	Hold	1,100	–	–	0.01%	1009
2017 Q3	$19K	Hold	1,100	–	–	0.01%	800
2017 Q2	$48	Buy	+1,100	New	+$20.1K	0.02%	514

Other funds holding BKSC

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

RHCA

Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return

PWMCO LLC Chicago, Illinois $299M AUM 14.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BIMC

Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IHT Wealth Management's BKSC Position: Q2 2018 in Review

IHT Wealth Management sold out of Bank of South Carolina (BKSC) in Q2 2018, closing a stake of 1,100 shares — an estimated $21K sold.

IHT Wealth Management first reported a position in BKSC in Q2 2017 and held it in 4 quarters. The position peaked at $21K in Q1 2018. 25 funds tracked by Wall St. Rank hold BKSC as of Q2 2018.

IHT Wealth Management reported no remaining Bank of South Carolina position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 1,100 Bank of South Carolina shares in Q2 2018, an estimated $21K.
IHT Wealth Management first reported a position in Bank of South Carolina in Q2 2017 and held it in 4 quarters.
IHT Wealth Management's Bank of South Carolina position peaked at $21K in Q1 2018.
25 funds tracked by Wall St. Rank held Bank of South Carolina as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.