U
BKSC

UBS’s Bank of South Carolina BKSC Stock Holding History

UBS’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
2014
Q3 		$60K Sell
4,840
-1,788
-27% -$22.1K ﹤0.01% 6625
2014
Q2 		$82K Buy
6,628
+1,788
+37% +$22.3K ﹤0.01% 6204
2014
Q1 		$60K Buy
4,840
+605
+14% +$7.6K ﹤0.01% 6614
2013
Q4 		$56K Hold
4,235
– – ﹤0.01% 6820
2013
Q3 		$50K Sell
4,235
-1,022
-19% -$11.5K ﹤0.01% 6882
2013
Q2 		$57K Buy
+5,257
New +$55.3K ﹤0.01% 6584

Other funds holding BKSC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SF
Synovus Financial Columbus, Georgia $8.74B AUM 12.78% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
GSC
Ground Swell Capital Folly Beach, South Carolina $50.7M AUM 30.19% 1-Year Est. Return

UBS's BKSC Position: Q3 2014 in Review

UBS reduced its Bank of South Carolina (BKSC) stake by 27% in Q3 2014, selling an estimated $22.1K and leaving 4,840 shares worth $60K. The position accounts for ﹤0.01% of the portfolio, ranked #6625.

UBS first reported a position in BKSC in Q2 2013 and has held it in 6 quarters since. The position peaked at $82K in Q2 2014. 15 funds tracked by Wall St. Rank hold BKSC as of Q3 2014.

  • UBS held 4,840 shares of Bank of South Carolina worth $60K as of Q3 2014.
  • UBS sold 1,788 Bank of South Carolina shares in Q3 2014, an estimated $22.1K.
  • Bank of South Carolina made up ﹤0.01% of UBS's portfolio in Q3 2014, its #6625 holding.
  • UBS first reported a position in Bank of South Carolina in Q2 2013 and has held it in 6 quarters since.
  • UBS's Bank of South Carolina position peaked at $82K in Q2 2014.
  • 15 funds tracked by Wall St. Rank held Bank of South Carolina as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.