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WealthPLAN Partners’s SouthState Bank Corp SSB Stock Holding History

WealthPLAN Partners’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
-1,077
Closed -$92.8K – 388
2017
Q1 		$92.8K Buy
+1,077
New +$95.1K 0.32% 60

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

WealthPLAN Partners's SSB Position: Q2 2017 in Review

WealthPLAN Partners sold out of SouthState Bank Corp (SSB) in Q2 2017, closing a stake of 1,077 shares — an estimated $92.8K sold.

WealthPLAN Partners first reported a position in SSB in Q1 2017 and held it in 1 quarter. The position peaked at $92.8K in Q1 2017. 163 funds tracked by Wall St. Rank hold SSB as of Q2 2017.

  • WealthPLAN Partners reported no remaining SouthState Bank Corp position as of Q2 2017 after selling out during the quarter.
  • WealthPLAN Partners sold 1,077 SouthState Bank Corp shares in Q2 2017, an estimated $92.8K.
  • WealthPLAN Partners first reported a position in SouthState Bank Corp in Q1 2017 and held it in 1 quarter.
  • WealthPLAN Partners's SouthState Bank Corp position peaked at $92.8K in Q1 2017.
  • 163 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2017.

Based on WealthPLAN Partners's 13F filing for Q2 2017, filed 11 Aug 2017.