NFG
BKSC

Next Financial Group’s Bank of South Carolina BKSC Stock Holding History

Next Financial Group’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
2017
Q4 		– Sell
-1,936
Closed -$33K – 1756
2017
Q3 		$33K Hold
1,936
– – 0.01% 837
2017
Q2 		$36K Hold
1,936
– – 0.01% 876
2017
Q1 		$37K Hold
1,936
– – 0.01% 819
2016
Q4 		$37K Hold
1,936
– – 0.01% 1083
2016
Q3 		$32K Hold
1,936
– – 0.01% 1154
2016
Q2 		$27K Hold
1,936
– – 0.01% 864
2016
Q1 		$27K Hold
1,936
– – 0.01% 831
2015
Q4 		$28K Hold
1,936
– – 0.01% 818
2015
Q3 		$28K Buy
+1,936
New +$27K 0.01% 840

Other funds holding BKSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $102M AUM 15.41% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Next Financial Group's BKSC Position: Q4 2017 in Review

Next Financial Group sold out of Bank of South Carolina (BKSC) in Q4 2017, closing a stake of 1,936 shares — an estimated $33K sold.

Next Financial Group first reported a position in BKSC in Q3 2015 and held it in 9 quarters. The position peaked at $37K in Q1 2017. 17 funds tracked by Wall St. Rank hold BKSC as of Q4 2017.

  • Next Financial Group reported no remaining Bank of South Carolina position as of Q4 2017 after selling out during the quarter.
  • Next Financial Group sold 1,936 Bank of South Carolina shares in Q4 2017, an estimated $33K.
  • Next Financial Group first reported a position in Bank of South Carolina in Q3 2015 and held it in 9 quarters.
  • Next Financial Group's Bank of South Carolina position peaked at $37K in Q1 2017.
  • 17 funds tracked by Wall St. Rank held Bank of South Carolina as of Q4 2017.

Based on Next Financial Group's 13F filing for Q4 2017, filed 16 Jan 2018.