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Assured Investment Management’s Southside Bancshares SBSI Stock Holding History

Assured Investment 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
2018
Q4 		– Sell
-2,425
Closed -$84K – 1298
2018
Q3 		$84K Sell
2,425
-4,692
-66% -$166K ﹤0.01% 1058
2018
Q2 		$240K Buy
7,117
+4,850
+214% +$167K ﹤0.01% 972
2018
Q1 		$79K Buy
+2,267
New +$78.8K ﹤0.01% 1069

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Assured Investment Management's SBSI Position: Q4 2018 in Review

Assured Investment Management sold out of Southside Bancshares (SBSI) in Q4 2018, closing a stake of 2,425 shares — an estimated $84K sold.

Assured Investment Management first reported a position in SBSI in Q1 2018 and held it in 3 quarters. The position peaked at $240K in Q2 2018. 118 funds tracked by Wall St. Rank hold SBSI as of Q4 2018.

  • Assured Investment Management reported no remaining Southside Bancshares position as of Q4 2018 after selling out during the quarter.
  • Assured Investment Management sold 2,425 Southside Bancshares shares in Q4 2018, an estimated $84K.
  • Assured Investment Management first reported a position in Southside Bancshares in Q1 2018 and held it in 3 quarters.
  • Assured Investment Management's Southside Bancshares position peaked at $240K in Q2 2018.
  • 118 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2018.

Based on Assured Investment Management's 13F filing for Q4 2018, filed 13 Feb 2019.