SAG
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Sterne Agee Group’s SouthState Bank Corp SSB Stock Holding History

Sterne Agee Group’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
-16,395
Closed -$1.03M – 282
2014
Q1 		$1.03M Hold
16,395
– – 0.2% 162
2013
Q4 		$1.09M Hold
16,395
– – 0.36% 75
2013
Q3 		$904K Buy
+16,395
New +$898K 0.35% 67

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

Sterne Agee Group's SSB Position: Q2 2014 in Review

Sterne Agee Group sold out of SouthState Bank Corp (SSB) in Q2 2014, closing a stake of 16,395 shares — an estimated $1.03M sold.

Sterne Agee Group first reported a position in SSB in Q3 2013 and held it in 3 quarters. The position peaked at $1.09M in Q4 2013. 68 funds tracked by Wall St. Rank hold SSB as of Q2 2014.

  • Sterne Agee Group reported no remaining SouthState Bank Corp position as of Q2 2014 after selling out during the quarter.
  • Sterne Agee Group sold 16,395 SouthState Bank Corp shares in Q2 2014, an estimated $1.03M.
  • Sterne Agee Group first reported a position in SouthState Bank Corp in Q3 2013 and held it in 3 quarters.
  • Sterne Agee Group's SouthState Bank Corp position peaked at $1.09M in Q4 2013.
  • 68 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2014.

Based on Sterne Agee Group's 13F filing for Q2 2014, filed 14 Aug 2014.