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Piedmont Investment Advisors’s Southern First Bancshares SFST Stock Holding History

Piedmont Investment Advisors’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-119
Closed -$5K – 2059
2018
Q2 		$5K Buy
+119
New +$5.53K ﹤0.01% 2144

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Piedmont Investment Advisors's SFST Position: Q3 2018 in Review

Piedmont Investment Advisors sold out of Southern First Bancshares (SFST) in Q3 2018, closing a stake of 119 shares — an estimated $5K sold.

Piedmont Investment Advisors first reported a position in SFST in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 75 funds tracked by Wall St. Rank hold SFST as of Q3 2018.

  • Piedmont Investment Advisors reported no remaining Southern First Bancshares position as of Q3 2018 after selling out during the quarter.
  • Piedmont Investment Advisors sold 119 Southern First Bancshares shares in Q3 2018, an estimated $5K.
  • Piedmont Investment Advisors first reported a position in Southern First Bancshares in Q2 2018 and held it in 1 quarter.
  • Piedmont Investment Advisors's Southern First Bancshares position peaked at $5K in Q2 2018.
  • 75 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2018.

Based on Piedmont Investment Advisors's 13F filing for Q3 2018, filed 8 Nov 2018.