YorkBridge Wealth Partners’s The First Bancshares, Inc. FBMS Stock Holding History

YorkBridge Wealth Partners’s Portfolio FBMS Stock Details FBMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,971	Closed	-$90K	–	682
2019 Q2	$90K	Hold	2,971	–	–	0.04%	304
2019 Q1	$92K	Sell	2,971 -335	-10%	-$10.6K	0.04%	290
2018 Q4	$100K	Sell	3,306 -165	-5%	-$5.76K	0.05%	247
2018 Q3	$135K	Hold	3,471	–	–	0.06%	236
2018 Q2	$125K	Sell	3,471 -82,531	-96%	-$2.78M	0.05%	254
2018 Q1	$2.75M	Buy	+86,002	New	+$2.8M	1.27%	16

Other funds holding FBMS

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

JAM

Jacobs Asset Management New York $167M AUM 22.68% 1-Year Est. Return

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

BFC

Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

MCA

Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return

SCA

Stieven Capital Advisors St. Louis, Missouri $468M AUM 15.94% 1-Year Est. Return

YorkBridge Wealth Partners's FBMS Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of The First Bancshares, Inc. (FBMS) in Q3 2019, closing a stake of 2,971 shares — an estimated $90K sold.

YorkBridge Wealth Partners first reported a position in FBMS in Q1 2018 and held it in 6 quarters. The position peaked at $2.75M in Q1 2018. 85 funds tracked by Wall St. Rank hold FBMS as of Q3 2019.

YorkBridge Wealth Partners reported no remaining The First Bancshares, Inc. position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 2,971 The First Bancshares, Inc. shares in Q3 2019, an estimated $90K.
YorkBridge Wealth Partners first reported a position in The First Bancshares, Inc. in Q1 2018 and held it in 6 quarters.
YorkBridge Wealth Partners's The First Bancshares, Inc. position peaked at $2.75M in Q1 2018.
85 funds tracked by Wall St. Rank held The First Bancshares, Inc. as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.