WAP
SBCF icon

Wealthcare Advisory Partners’s Seacoast Banking Corp of Florida SBCF Stock Holding History

Wealthcare Advisory Partners’s Portfolio SBCF Stock Details SBCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-3,922
Closed -$120K – 1575
2019
Q4 		$120K Hold
3,922
– – 0.02% 371
2019
Q3 		$99K Hold
3,922
– – 0.01% 389
2019
Q2 		$100K Buy
+3,922
New +$102K 0.02% 379

Other funds holding SBCF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Advisory Partners's SBCF Position: Q1 2020 in Review

Wealthcare Advisory Partners sold out of Seacoast Banking Corp of Florida (SBCF) in Q1 2020, closing a stake of 3,922 shares — an estimated $120K sold.

Wealthcare Advisory Partners first reported a position in SBCF in Q2 2019 and held it in 3 quarters. The position peaked at $120K in Q4 2019. 154 funds tracked by Wall St. Rank hold SBCF as of Q1 2020.

  • Wealthcare Advisory Partners reported no remaining Seacoast Banking Corp of Florida position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 3,922 Seacoast Banking Corp of Florida shares in Q1 2020, an estimated $120K.
  • Wealthcare Advisory Partners first reported a position in Seacoast Banking Corp of Florida in Q2 2019 and held it in 3 quarters.
  • Wealthcare Advisory Partners's Seacoast Banking Corp of Florida position peaked at $120K in Q4 2019.
  • 154 funds tracked by Wall St. Rank held Seacoast Banking Corp of Florida as of Q1 2020.

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