U
SFST icon

UBS’s Southern First Bancshares SFST Stock Holding History

UBS’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
2014
Q3 		$37K Buy
2,642
+1,040
+65% +$14.5K ﹤0.01% 7197
2014
Q2 		$22K Buy
1,602
+1,331
+491% +$18K ﹤0.01% 7960
2014
Q1 		$4K Sell
271
-1,753
-87% -$23.6K ﹤0.01% 9704
2013
Q4 		$27K Buy
2,024
+565
+39% +$7.48K ﹤0.01% 7774
2013
Q3 		$20K Buy
1,459
+1,093
+299% +$14K ﹤0.01% 8064
2013
Q2 		$4K Buy
+366
New +$3.99K ﹤0.01% 9430

Other funds holding SFST

EC
EJF Capital Arlington, Virginia $142M AUM 23.3% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SWITC
Stewart West Indies Trading Company Boulder, Colorado $1.16B AUM 17.5% 1-Year Est. Return
PH
Pinnacle Holdings Tulsa, Oklahoma $309M AUM 18.8% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS's SFST Position: Q3 2014 in Review

UBS increased its Southern First Bancshares (SFST) stake by 65% in Q3 2014, buying an estimated $14.5K and bringing the position to 2,642 shares worth $37K. The position accounts for ﹤0.01% of the portfolio, ranked #7197.

UBS first reported a position in SFST in Q2 2013 and has held it in 6 quarters since. 25 funds tracked by Wall St. Rank hold SFST as of Q3 2014.

  • UBS held 2,642 shares of Southern First Bancshares worth $37K as of Q3 2014.
  • UBS bought 1,040 Southern First Bancshares shares in Q3 2014, an estimated $14.5K.
  • Southern First Bancshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #7197 holding.
  • UBS first reported a position in Southern First Bancshares in Q2 2013 and has held it in 6 quarters since.
  • 25 funds tracked by Wall St. Rank held Southern First Bancshares as of Q3 2014.

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