MassMutual Private Wealth & Trust’s Southern First Bancshares SFST Stock Holding History

MassMutual Private Wealth & Trust’s Portfolio SFST Stock Details SFST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,000	Closed	-$393K	–	1037
2018 Q3	$393K	Sell	10,000 -50,605	-83%	-$2.18M	0.03%	288
2018 Q2	$2.68M	Buy	+60,605	New	+$2.82M	0.21%	115

Other funds holding SFST

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

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

EPCA

Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return

CCM

Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

MassMutual Private Wealth & Trust's SFST Position: Q4 2018 in Review

MassMutual Private Wealth & Trust sold out of Southern First Bancshares (SFST) in Q4 2018, closing a stake of 10,000 shares — an estimated $393K sold.

MassMutual Private Wealth & Trust first reported a position in SFST in Q2 2018 and held it in 2 quarters. The position peaked at $2.68M in Q2 2018. 69 funds tracked by Wall St. Rank hold SFST as of Q4 2018.

MassMutual Private Wealth & Trust reported no remaining Southern First Bancshares position as of Q4 2018 after selling out during the quarter.
MassMutual Private Wealth & Trust sold 10,000 Southern First Bancshares shares in Q4 2018, an estimated $393K.
MassMutual Private Wealth & Trust first reported a position in Southern First Bancshares in Q2 2018 and held it in 2 quarters.
MassMutual Private Wealth & Trust's Southern First Bancshares position peaked at $2.68M in Q2 2018.
69 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2018.

Based on MassMutual Private Wealth & Trust's 13F filing for Q4 2018, filed 26 Feb 2019.