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New England Securities’s SouthState Bank Corp SSB Stock Holding History

New England Securities’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
2014
Q4 		$21K Hold
317
– – 0.01% 869
2014
Q3 		$18K Buy
+317
New +$18.7K 0.01% 957
2014
Q2 		– Sell
-402
Closed -$25K – 1829
2014
Q1 		$25K Hold
402
– – 0.01% 773
2013
Q4 		$27K Sell
402
-55
-12% -$3.37K 0.01% 729
2013
Q3 		$25K Buy
+457
New +$25K 0.01% 705

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

New England Securities's SSB Position: Q4 2014 in Review

New England Securities held its SouthState Bank Corp (SSB) position steady in Q4 2014 at 317 shares worth $21K. The position accounts for 0.01% of the portfolio, ranked #869.

New England Securities first reported a position in SSB in Q3 2013 and has held it in 5 quarters since. The position peaked at $27K in Q4 2013. 136 funds tracked by Wall St. Rank hold SSB as of Q4 2014.

  • New England Securities held 317 shares of SouthState Bank Corp worth $21K as of Q4 2014.
  • New England Securities left its SouthState Bank Corp share count unchanged in Q4 2014.
  • SouthState Bank Corp made up 0.01% of New England Securities's portfolio in Q4 2014, its #869 holding.
  • New England Securities first reported a position in SouthState Bank Corp in Q3 2013 and has held it in 5 quarters since.
  • New England Securities's SouthState Bank Corp position peaked at $27K in Q4 2013.
  • 136 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q4 2014.

Based on New England Securities's 13F filing for Q4 2014, filed 26 Jan 2015.