MSI Financial Services’s SouthState Bank Corp SSB Stock Holding History

MSI Financial Services’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
2016 Q4	$23K	Sell	261 -42	-14%	-$3.39K	﹤0.01%	2315
2016 Q3	$23K	Sell	303 -67	-18%	-$4.91K	﹤0.01%	2290
2016 Q2	$25K	Sell	370 -65	-15%	-$4.46K	﹤0.01%	2211
2016 Q1	$28K	Sell	435 -238	-35%	-$15.3K	﹤0.01%	2120
2015 Q4	$48K	Buy	673 +270	+67%	+$20.5K	﹤0.01%	1741
2015 Q3	$31K	Buy	403 +26	+7%	+$1.99K	﹤0.01%	1472
2015 Q2	$29K	Hold	377	–	–	﹤0.01%	1612
2015 Q1	$26K	Buy	+377	New	+$24.5K	﹤0.01%	1677

Other funds holding SSB

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

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

BIT

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

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

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

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

BFA

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

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

CCM

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

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

MSI Financial Services's SSB Position: Q4 2016 in Review

MSI Financial Services reduced its SouthState Bank Corp (SSB) stake by 14% in Q4 2016, selling an estimated $3.39K and leaving 261 shares worth $23K. The position accounts for ﹤0.01% of the portfolio, ranked #2315.

MSI Financial Services first reported a position in SSB in Q1 2015 and has held it in 8 quarters since. The position peaked at $48K in Q4 2015. 171 funds tracked by Wall St. Rank hold SSB as of Q4 2016.

MSI Financial Services held 261 shares of SouthState Bank Corp worth $23K as of Q4 2016.
MSI Financial Services sold 42 SouthState Bank Corp shares in Q4 2016, an estimated $3.39K.
SouthState Bank Corp made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #2315 holding.
MSI Financial Services first reported a position in SouthState Bank Corp in Q1 2015 and has held it in 8 quarters since.
MSI Financial Services's SouthState Bank Corp position peaked at $48K in Q4 2015.
171 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.