SPIA
BKSC

Steward Partners Investment Advisory’s Bank of South Carolina BKSC Stock Holding History

Steward Partners Investment Advisory’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
2020
Q1 		– Sell
-52
Closed – – 2843
2019
Q4 		$0 Hold
52
– – ﹤0.01% 2877
2019
Q3 		$0 Hold
52
– – ﹤0.01% 2887
2019
Q2 		$0 Buy
+52
New +$967 ﹤0.01% 2756
2018
Q4 		– Sell
-52
Closed -$1K – 2598
2018
Q3 		$1K Buy
+52
New +$1.06K ﹤0.01% 2574

Other funds holding BKSC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RHCA
Rosenthal Henry Capital Advisors Mishawaka, Indiana $114M AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIMC
Benson Investment Management Company Roanoke, Virginia $18.8M AUM 23.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Steward Partners Investment Advisory's BKSC Position: Q1 2020 in Review

Steward Partners Investment Advisory sold out of Bank of South Carolina (BKSC) in Q1 2020, closing a stake of 52 shares.

Steward Partners Investment Advisory first reported a position in BKSC in Q3 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2018. 20 funds tracked by Wall St. Rank hold BKSC as of Q1 2020.

  • Steward Partners Investment Advisory reported no remaining Bank of South Carolina position as of Q1 2020 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 52 Bank of South Carolina shares in Q1 2020.
  • Steward Partners Investment Advisory first reported a position in Bank of South Carolina in Q3 2018 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Bank of South Carolina position peaked at $1K in Q3 2018.
  • 20 funds tracked by Wall St. Rank held Bank of South Carolina as of Q1 2020.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2020, filed 29 Apr 2020.