SQA
BKSC

Simon Quick Advisors’s Bank of South Carolina BKSC Stock Holding History

Simon Quick Advisors’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
Q1 		– Sell
-16,539
Closed -$314K – 402
2016
Q4 		$314K Buy
+16,539
New +$307K 0.23% 66

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
PIM
Perkins Investment Management Chicago, Illinois $8.09B AUM 25.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Simon Quick Advisors's BKSC Position: Q1 2017 in Review

Simon Quick Advisors sold out of Bank of South Carolina (BKSC) in Q1 2017, closing a stake of 16,539 shares — an estimated $314K sold.

Simon Quick Advisors first reported a position in BKSC in Q4 2016 and held it in 1 quarter. The position peaked at $314K in Q4 2016. 21 funds tracked by Wall St. Rank hold BKSC as of Q1 2017.

  • Simon Quick Advisors reported no remaining Bank of South Carolina position as of Q1 2017 after selling out during the quarter.
  • Simon Quick Advisors sold 16,539 Bank of South Carolina shares in Q1 2017, an estimated $314K.
  • Simon Quick Advisors first reported a position in Bank of South Carolina in Q4 2016 and held it in 1 quarter.
  • Simon Quick Advisors's Bank of South Carolina position peaked at $314K in Q4 2016.
  • 21 funds tracked by Wall St. Rank held Bank of South Carolina as of Q1 2017.

Based on Simon Quick Advisors's 13F filing for Q1 2017, filed 11 May 2017.