Wealthcare Capital Management’s SouthState Bank Corp SSB Stock Holding History

Wealthcare Capital Management’s Portfolio SSB Stock Details SSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-185	Closed	-$17K	–	200
2017 Q1	$17K	Hold	185	–	–	﹤0.01%	114
2016 Q4	$16K	Hold	185	–	–	﹤0.01%	111
2016 Q3	$14K	Hold	185	–	–	﹤0.01%	116
2016 Q2	$13K	Hold	185	–	–	﹤0.01%	115
2016 Q1	$12K	Hold	185	–	–	﹤0.01%	126
2015 Q4	$13K	Hold	185	–	–	﹤0.01%	136
2015 Q3	$14K	Hold	185	–	–	﹤0.01%	145
2015 Q2	$14K	Hold	185	–	–	﹤0.01%	181
2015 Q1	$13K	Hold	185	–	–	﹤0.01%	464
2014 Q4	$12K	Hold	185	–	–	﹤0.01%	126
2014 Q3	$10K	Hold	185	–	–	﹤0.01%	155
2014 Q2	$11K	Hold	185	–	–	﹤0.01%	127
2014 Q1	$12K	Hold	185	–	–	﹤0.01%	120
2013 Q4	$12K	Buy	+185	New	+$11.3K	﹤0.01%	78

Other funds holding SSB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CCM

Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthcare Capital Management's SSB Position: Q2 2017 in Review

Wealthcare Capital Management sold out of SouthState Bank Corp (SSB) in Q2 2017, closing a stake of 185 shares — an estimated $17K sold.

Wealthcare Capital Management first reported a position in SSB in Q4 2013 and held it in 14 quarters. The position peaked at $17K in Q1 2017. 163 funds tracked by Wall St. Rank hold SSB as of Q2 2017.

Wealthcare Capital Management reported no remaining SouthState Bank Corp position as of Q2 2017 after selling out during the quarter.
Wealthcare Capital Management sold 185 SouthState Bank Corp shares in Q2 2017, an estimated $17K.
Wealthcare Capital Management first reported a position in SouthState Bank Corp in Q4 2013 and held it in 14 quarters.
Wealthcare Capital Management's SouthState Bank Corp position peaked at $17K in Q1 2017.
163 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2017.

Based on Wealthcare Capital Management's 13F filing for Q2 2017, filed 22 Aug 2017.