Mark Sheptoff Financial Planning’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Mark Sheptoff Financial Planning’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
2016 Q2	–	Sell	-19,760	Closed	-$312K	–	371
2016 Q1	$312K	Sell	19,760 -30,690	-61%	-$454K	0.25%	70
2015 Q4	$756K	Sell	50,450 -6,800	-12%	-$104K	0.61%	44
2015 Q3	$840K	Sell	57,250 -3,100	-5%	-$47.6K	0.74%	35
2015 Q2	$954K	Buy	60,350 +49,750	+469%	+$736K	0.77%	37
2015 Q1	$151K	Buy	+10,600	New	+$140K	0.13%	111

Other funds holding SBCF

BCM

Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

MCM

Maltese Capital Management New York $508M AUM 21.31% 1-Year Est. Return

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

OCA

Otter Creek Advisors Palm Beach Gardens, Florida $101M AUM 29.92% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

FCM

FJ Capital Management Mclean, Virginia $888M AUM 18.97% 1-Year Est. Return

Mark Sheptoff Financial Planning's SBCF Position: Q2 2016 in Review

Mark Sheptoff Financial Planning sold out of Seacoast Banking Corp of Florida (SBCF) in Q2 2016, closing a stake of 19,760 shares — an estimated $312K sold.

Mark Sheptoff Financial Planning first reported a position in SBCF in Q1 2015 and held it in 5 quarters. The position peaked at $954K in Q2 2015. 98 funds tracked by Wall St. Rank hold SBCF as of Q2 2016.

Mark Sheptoff Financial Planning reported no remaining Seacoast Banking Corp of Florida position as of Q2 2016 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 19,760 Seacoast Banking Corp of Florida shares in Q2 2016, an estimated $312K.
Mark Sheptoff Financial Planning first reported a position in Seacoast Banking Corp of Florida in Q1 2015 and held it in 5 quarters.
Mark Sheptoff Financial Planning's Seacoast Banking Corp of Florida position peaked at $954K in Q2 2015.
98 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q2 2016.

Based on Mark Sheptoff Financial Planning's 13F filing for Q2 2016, filed 9 Aug 2016.