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Raymond James Trust’s SouthState Bank Corp SSB Stock Holding History

Raymond James Trust’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
Q2 		– Sell
-5,988
Closed -$375K – 629
2014
Q1 		$375K Buy
5,988
+564
+10% +$35K 0.05% 354
2013
Q4 		$360K Hold
5,424
– – 0.05% 344
2013
Q3 		$300K Buy
+5,424
New +$297K 0.05% 360

Other funds holding SSB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CRCP
Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return

Raymond James Trust's SSB Position: Q2 2014 in Review

Raymond James Trust sold out of SouthState Bank Corp (SSB) in Q2 2014, closing a stake of 5,988 shares — an estimated $375K sold.

Raymond James Trust first reported a position in SSB in Q3 2013 and held it in 3 quarters. The position peaked at $375K in Q1 2014. 68 funds tracked by Wall St. Rank hold SSB as of Q2 2014.

  • Raymond James Trust reported no remaining SouthState Bank Corp position as of Q2 2014 after selling out during the quarter.
  • Raymond James Trust sold 5,988 SouthState Bank Corp shares in Q2 2014, an estimated $375K.
  • Raymond James Trust first reported a position in SouthState Bank Corp in Q3 2013 and held it in 3 quarters.
  • Raymond James Trust's SouthState Bank Corp position peaked at $375K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2014.

Based on Raymond James Trust's 13F filing for Q2 2014, filed 4 Aug 2014.