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Stratos Wealth Partners’s Southern First Bancshares SFST Stock Holding History

Stratos Wealth Partners’s Portfolio SFST Stock Details SFST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,200
Closed -$47K – 2212
2018
Q3 		$47K Buy
+1,200
New +$51.7K ﹤0.01% 1489
2018
Q2 		– Sell
-1,200
Closed -$53K – 2293
2018
Q1 		$53K Hold
1,200
– – ﹤0.01% 1551
2017
Q4 		$50K Buy
+1,200
New +$47.7K ﹤0.01% 1507

Other funds holding SFST

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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Stratos Wealth Partners's SFST Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Southern First Bancshares (SFST) in Q4 2018, closing a stake of 1,200 shares — an estimated $47K sold.

Stratos Wealth Partners first reported a position in SFST in Q4 2017 and held it in 3 quarters. The position peaked at $53K in Q1 2018. 69 funds tracked by Wall St. Rank hold SFST as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Southern First Bancshares position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 1,200 Southern First Bancshares shares in Q4 2018, an estimated $47K.
  • Stratos Wealth Partners first reported a position in Southern First Bancshares in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Southern First Bancshares position peaked at $53K in Q1 2018.
  • 69 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.