Atwood & Palmer’s Southside Bancshares SBSI Stock Holding History

Atwood & Palmer’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
2019 Q2	–	Sell	-100	Closed	-$3K	–	328
2019 Q1	$3K	Hold	100	–	–	﹤0.01%	308
2018 Q4	$3K	Hold	100	–	–	﹤0.01%	297
2018 Q3	$3K	Hold	100	–	–	﹤0.01%	294
2018 Q2	$3K	Sell	100 -105	-51%	-$3.61K	﹤0.01%	288
2018 Q1	$7K	Hold	205	–	–	﹤0.01%	264
2017 Q4	$7K	Hold	205	–	–	﹤0.01%	259
2017 Q3	$7K	Hold	205	–	–	﹤0.01%	265
2017 Q2	$7K	Sell	205 -146	-42%	-$4.9K	﹤0.01%	271
2017 Q1	$11K	Hold	351	–	–	﹤0.01%	246
2016 Q4	$13K	Hold	351	–	–	﹤0.01%	253
2016 Q3	$11K	Hold	351	–	–	﹤0.01%	254
2016 Q2	$11K	Buy	351 +1	+0.3%	+$27	﹤0.01%	252
2016 Q1	$8K	Hold	350	–	–	﹤0.01%	268
2015 Q4	$8K	Hold	350	–	–	﹤0.01%	334
2015 Q3	$9K	Hold	350	–	–	﹤0.01%	341
2015 Q2	$9K	Sell	350 -215	-38%	-$5.55K	﹤0.01%	305
2015 Q1	$14K	Hold	565	–	–	﹤0.01%	257
2014 Q4	$15K	Sell	565 -554	-50%	-$15.7K	﹤0.01%	273
2014 Q3	$33K	Hold	1,119	–	–	0.01%	223
2014 Q2	$29K	Buy	+1,119	New	+$27.6K	0.01%	214

Other funds holding SBSI

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Atwood & Palmer's SBSI Position: Q2 2019 in Review

Atwood & Palmer sold out of Southside Bancshares (SBSI) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Atwood & Palmer first reported a position in SBSI in Q2 2014 and held it in 20 quarters. The position peaked at $33K in Q3 2014. 118 funds tracked by Wall St. Rank hold SBSI as of Q2 2019.

Atwood & Palmer reported no remaining Southside Bancshares position as of Q2 2019 after selling out during the quarter.
Atwood & Palmer sold 100 Southside Bancshares shares in Q2 2019, an estimated $3K.
Atwood & Palmer first reported a position in Southside Bancshares in Q2 2014 and held it in 20 quarters.
Atwood & Palmer's Southside Bancshares position peaked at $33K in Q3 2014.
118 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2019.

Based on Atwood & Palmer's 13F filing for Q2 2019, filed 17 Jul 2019.