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Welch & Forbes’s Southern First Bancshares SFST Stock Holding History

Welch & Forbes’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
2018
Q4 		– Sell
-10,000
Closed -$393K – 354
2018
Q3 		$393K Buy
+10,000
New +$431K 0.01% 280

Other funds holding SFST

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EPCA
Elizabeth Park Capital Advisors Pepper Pike, Ohio $130M AUM 23.02% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return

Welch & Forbes's SFST Position: Q4 2018 in Review

Welch & Forbes sold out of Southern First Bancshares (SFST) in Q4 2018, closing a stake of 10,000 shares — an estimated $393K sold.

Welch & Forbes first reported a position in SFST in Q3 2018 and held it in 1 quarter. The position peaked at $393K in Q3 2018. 69 funds tracked by Wall St. Rank hold SFST as of Q4 2018.

  • Welch & Forbes reported no remaining Southern First Bancshares position as of Q4 2018 after selling out during the quarter.
  • Welch & Forbes sold 10,000 Southern First Bancshares shares in Q4 2018, an estimated $393K.
  • Welch & Forbes first reported a position in Southern First Bancshares in Q3 2018 and held it in 1 quarter.
  • Welch & Forbes's Southern First Bancshares position peaked at $393K in Q3 2018.
  • 69 funds tracked by Wall St. Rank held Southern First Bancshares as of Q4 2018.

Based on Welch & Forbes's 13F filing for Q4 2018, filed 5 Feb 2019.