SC
SE

SouthState Corp’s Spectra Energy Corp Wi SE Stock Holding History

SouthState Corp’s Portfolio SE Stock Details SE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-5,561
Closed -$229K – 255
2016
Q4 		$229K Buy
+5,561
New +$230K 0.03% 222
2015
Q2 		– Sell
-11,018
Closed -$399K – 245
2015
Q1 		$399K Sell
11,018
-223
-2% -$7.8K 0.06% 182
2014
Q4 		$408K Sell
11,241
-2,604
-19% -$98K 0.06% 175
2014
Q3 		$544K Buy
13,845
+1,354
+11% +$55.8K 0.08% 169
2014
Q2 		$531K Buy
12,491
+532
+4% +$21.3K 0.09% 163
2014
Q1 		$442K Buy
11,959
+3,001
+34% +$109K 0.07% 178
2013
Q4 		$319K Sell
8,958
-986
-10% -$33.9K 0.05% 200
2013
Q3 		$341K Buy
9,944
+1,592
+19% +$55K 0.06% 190
2013
Q2 		$288K Buy
+8,352
New +$263K 0.06% 176

Other funds holding SE

DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
JC
Jacobs & Co San Francisco, California $1.17B AUM 37.3% 1-Year Est. Return
BFG
Beacon Financial Group Dallas, Texas $1.1B AUM 21.5% 1-Year Est. Return
LAM
Lebenthal Asset Management New York $807M AUM 16.82% 1-Year Est. Return
FNB
Farmers National Bank Danville, Kentucky $453M AUM 19.46% 1-Year Est. Return
KB
Kimelman & Baird New York $1.22B AUM 11.47% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return