Rational Advisors’s SouthState Bank Corp SSB Stock Holding History

Rational Advisors’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 Q3	–	Sell	-9,500	Closed	-$646K	–	302
2016 Q2	$646K	Hold	9,500	–	–	0.45%	63
2016 Q1	$610K	Buy	+9,500	New	+$611K	0.4%	62
2015 Q3	$2.35M	Sell	30,500 -53,500	-64%	-$4.09M	0.95%	28
2015 Q2	$6.38M	Sell	84,000 -12,100	-13%	-$863K	2.05%	4
2015 Q1	$6.57M	Sell	96,100 -283	-0.3%	-$18.4K	1.59%	7
2014 Q4	$6.46M	Buy	+96,383	New	+$5.91M	1.28%	15
2013 Q4	$5.35M	Hold	80,383	–	–	0.46%	64
2013 Q3	$4.43M	Buy	+80,383	New	+$4.4M	0.34%	78

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

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

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

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

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

CCM

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

BFA

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

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

Rational Advisors's SSB Position: Q3 2016 in Review

Rational Advisors sold out of SouthState Bank Corp (SSB) in Q3 2016, closing a stake of 9,500 shares — an estimated $646K sold.

Rational Advisors first reported a position in SSB in Q3 2013 and held it in 8 quarters. The position peaked at $6.57M in Q1 2015. 150 funds tracked by Wall St. Rank hold SSB as of Q3 2016.

Rational Advisors reported no remaining SouthState Bank Corp position as of Q3 2016 after selling out during the quarter.
Rational Advisors sold 9,500 SouthState Bank Corp shares in Q3 2016, an estimated $646K.
Rational Advisors first reported a position in SouthState Bank Corp in Q3 2013 and held it in 8 quarters.
Rational Advisors's SouthState Bank Corp position peaked at $6.57M in Q1 2015.
150 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q3 2016.

Based on Rational Advisors's 13F filing for Q3 2016, filed 10 Nov 2016.