NES
BKSC

New England Securities’s Bank of South Carolina BKSC Stock Holding History

New England Securities’s Portfolio BKSC Stock Details BKSC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-121
Closed -$2K – 1847
2014
Q2 		$2K Hold
121
– – ﹤0.01% 1610
2014
Q1 		$1K Hold
121
– – ﹤0.01% 1686
2013
Q4 		$2K Hold
121
– – ﹤0.01% 1523
2013
Q3 		$1K Buy
+121
New +$1.36K ﹤0.01% 1605

Other funds holding BKSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

New England Securities's BKSC Position: Q3 2014 in Review

New England Securities sold out of Bank of South Carolina (BKSC) in Q3 2014, closing a stake of 121 shares — an estimated $2K sold.

New England Securities first reported a position in BKSC in Q3 2013 and held it in 4 quarters. The position peaked at $2K in Q2 2014. 15 funds tracked by Wall St. Rank hold BKSC as of Q3 2014.

  • New England Securities reported no remaining Bank of South Carolina position as of Q3 2014 after selling out during the quarter.
  • New England Securities sold 121 Bank of South Carolina shares in Q3 2014, an estimated $2K.
  • New England Securities first reported a position in Bank of South Carolina in Q3 2013 and held it in 4 quarters.
  • New England Securities's Bank of South Carolina position peaked at $2K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Bank of South Carolina as of Q3 2014.

Based on New England Securities's 13F filing for Q3 2014, filed 5 Nov 2014.