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

Westfield 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
2016 Q2	–	Sell	-5,700	Closed	-$366K	–	282
2016 Q1	$366K	Hold	5,700	–	–	﹤0.01%	242
2015 Q4	$410K	Hold	5,700	–	–	﹤0.01%	264
2015 Q3	$438K	Hold	5,700	–	–	﹤0.01%	246
2015 Q2	$433K	Buy	+5,700	New	+$407K	﹤0.01%	270

Other funds holding SSB

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

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

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

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

CCM

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

CRCP

Copper Rock Capital Partners Boston, Massachusetts $296M AUM 28.61% 1-Year Est. Return

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

Westfield Capital Management's SSB Position: Q2 2016 in Review

Westfield Capital Management sold out of SouthState Bank Corp (SSB) in Q2 2016, closing a stake of 5,700 shares — an estimated $366K sold.

Westfield Capital Management first reported a position in SSB in Q2 2015 and held it in 4 quarters. The position peaked at $438K in Q3 2015. 162 funds tracked by Wall St. Rank hold SSB as of Q2 2016.

Westfield Capital Management reported no remaining SouthState Bank Corp position as of Q2 2016 after selling out during the quarter.
Westfield Capital Management sold 5,700 SouthState Bank Corp shares in Q2 2016, an estimated $366K.
Westfield Capital Management first reported a position in SouthState Bank Corp in Q2 2015 and held it in 4 quarters.
Westfield Capital Management's SouthState Bank Corp position peaked at $438K in Q3 2015.
162 funds tracked by Wall St. Rank held SouthState Bank Corp as of Q2 2016.

Based on Westfield Capital Management's 13F filing for Q2 2016, filed 12 Aug 2016.