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Advisors Asset Management’s Southside Bancshares SBSI Stock Holding History

Advisors Asset Management’s Portfolio SBSI Stock Details SBSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-3,586
Closed -$95K – 1797
2014
Q1 		$95K Sell
3,586
-204
-5% -$4.91K ﹤0.01% 1452
2013
Q4 		$87K Sell
3,790
-89
-2% -$2.04K ﹤0.01% 1455
2013
Q3 		$88K Sell
3,879
-962
-20% -$20.6K ﹤0.01% 1392
2013
Q2 		$97K Buy
+4,841
New +$89.5K ﹤0.01% 1307

Other funds holding SBSI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Advisors Asset Management's SBSI Position: Q2 2014 in Review

Advisors Asset Management sold out of Southside Bancshares (SBSI) in Q2 2014, closing a stake of 3,586 shares — an estimated $95K sold.

Advisors Asset Management first reported a position in SBSI in Q2 2013 and held it in 4 quarters. The position peaked at $97K in Q2 2013. 106 funds tracked by Wall St. Rank hold SBSI as of Q2 2014.

  • Advisors Asset Management reported no remaining Southside Bancshares position as of Q2 2014 after selling out during the quarter.
  • Advisors Asset Management sold 3,586 Southside Bancshares shares in Q2 2014, an estimated $95K.
  • Advisors Asset Management first reported a position in Southside Bancshares in Q2 2013 and held it in 4 quarters.
  • Advisors Asset Management's Southside Bancshares position peaked at $97K in Q2 2013.
  • 106 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2014.

Based on Advisors Asset Management's 13F filing for Q2 2014, filed 14 Aug 2014.