MOTCO’s SouthState Bank Corp SSB Stock Holding History

MOTCO’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 Q3	–	Sell	-134	Closed	-$11K	–	597
2017 Q2	$11K	Buy	+134	New	+$11.6K	﹤0.01%	482

Other funds holding SSB

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

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

MOTCO's SSB Position: Q3 2017 in Review

MOTCO sold out of SouthState Bank Corp (SSB) in Q3 2017, closing a stake of 134 shares — an estimated $11K sold.

MOTCO first reported a position in SSB in Q2 2017 and held it in 1 quarter. The position peaked at $11K in Q2 2017. 160 funds tracked by Wall St. Rank hold SSB as of Q3 2017.

MOTCO reported no remaining SouthState Bank Corp position as of Q3 2017 after selling out during the quarter.
MOTCO sold 134 SouthState Bank Corp shares in Q3 2017, an estimated $11K.
MOTCO first reported a position in SouthState Bank Corp in Q2 2017 and held it in 1 quarter.
MOTCO's SouthState Bank Corp position peaked at $11K in Q2 2017.
160 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2017.

Based on MOTCO's 13F filing for Q3 2017, filed 7 Nov 2017.