SFS
FBMS

Sowell Financial Services’s The First Bancshares, Inc. FBMS Stock Holding History

Sowell Financial Services’s Portfolio FBMS Stock Details FBMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-300
Closed -$10K – 2683
2019
Q3 		$10K Buy
+300
New +$9.54K ﹤0.01% 1542

Other funds holding FBMS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
SCA
Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return
JAM
Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return
ICOM
Investment Counselors of Maryland Baltimore, Maryland $4.37B AUM 76.25% 1-Year Est. Return

Sowell Financial Services's FBMS Position: Q4 2019 in Review

Sowell Financial Services sold out of The First Bancshares, Inc. (FBMS) in Q4 2019, closing a stake of 300 shares — an estimated $10K sold.

Sowell Financial Services first reported a position in FBMS in Q3 2019 and held it in 1 quarter. The position peaked at $10K in Q3 2019. 84 funds tracked by Wall St. Rank hold FBMS as of Q4 2019.

  • Sowell Financial Services reported no remaining The First Bancshares, Inc. position as of Q4 2019 after selling out during the quarter.
  • Sowell Financial Services sold 300 The First Bancshares, Inc. shares in Q4 2019, an estimated $10K.
  • Sowell Financial Services first reported a position in The First Bancshares, Inc. in Q3 2019 and held it in 1 quarter.
  • Sowell Financial Services's The First Bancshares, Inc. position peaked at $10K in Q3 2019.
  • 84 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q4 2019.

Based on Sowell Financial Services's 13F filing for Q4 2019, filed 7 Feb 2020.