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Marshwinds Advisory’s SouthState Bank Corp SSB Stock Holding History

Marshwinds Advisory’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
2017
Q4 		– Sell
-2,296
Closed -$207K – 138
2017
Q3 		$207K Buy
+2,296
New +$192K 0.1% 128
2017
Q2 		– Sell
-2,296
Closed -$205K – 138
2017
Q1 		$205K Hold
2,296
– – 0.1% 129
2016
Q4 		$201K Buy
+2,296
New +$186K 0.1% 131

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Marshwinds Advisory's SSB Position: Q4 2017 in Review

Marshwinds Advisory sold out of SouthState Bank Corp (SSB) in Q4 2017, closing a stake of 2,296 shares — an estimated $207K sold.

Marshwinds Advisory first reported a position in SSB in Q4 2016 and held it in 3 quarters. The position peaked at $207K in Q3 2017. 212 funds tracked by Wall St. Rank hold SSB as of Q4 2017.

  • Marshwinds Advisory reported no remaining SouthState Bank Corp position as of Q4 2017 after selling out during the quarter.
  • Marshwinds Advisory sold 2,296 SouthState Bank Corp shares in Q4 2017, an estimated $207K.
  • Marshwinds Advisory first reported a position in SouthState Bank Corp in Q4 2016 and held it in 3 quarters.
  • Marshwinds Advisory's SouthState Bank Corp position peaked at $207K in Q3 2017.
  • 212 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2017.

Based on Marshwinds Advisory's 13F filing for Q4 2017, filed 8 Jan 2018.