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BlackRock Institutional Trust’s Southside Bancshares SBSI Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$27.3M Buy
741,912
+57,385
+8% +$1.98M ﹤0.01% 1749
2016
Q3 		$21.5M Sell
684,527
-4,453
-0.6% -$138K ﹤0.01% 1841
2016
Q2 		$20.8M Sell
688,980
-74,398
-10% -$2.03M ﹤0.01% 1822
2016
Q1 		$18.5M Buy
763,378
+8,109
+1% +$177K ﹤0.01% 1882
2015
Q4 		$16.9M Buy
755,269
+33,201
+5% +$828K ﹤0.01% 1979
2015
Q3 		$18.5M Buy
722,068
+17,230
+2% +$435K ﹤0.01% 1896
2015
Q2 		$19.1M Sell
704,838
-42,108
-6% -$1.09M ﹤0.01% 1953
2015
Q1 		$19M Buy
746,946
+21,044
+3% +$532K ﹤0.01% 1979
2014
Q4 		$18.6M Buy
725,902
+67,656
+10% +$1.92M ﹤0.01% 1963
2014
Q3 		$19.4M Sell
658,246
-55,048
-8% -$1.51M ﹤0.01% 1891
2014
Q2 		$18.3M Sell
713,294
-390
-0.1% -$9.63K ﹤0.01% 2022
2014
Q1 		$18.9M Sell
713,684
-50,356
-7% -$1.21M ﹤0.01% 1998
2013
Q4 		$17.6M Sell
764,040
-122,491
-14% -$2.81M ﹤0.01% 2043
2013
Q3 		$20.1M Sell
886,531
-35,690
-4% -$763K ﹤0.01% 1853
2013
Q2 		$18.6M Buy
+922,221
New +$17M ﹤0.01% 1859

Other funds holding SBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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 $552B AUM 44.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

BlackRock Institutional Trust's SBSI Position: Q4 2016 in Review

BlackRock Institutional Trust increased its Southside Bancshares (SBSI) stake by 8.4% in Q4 2016, buying an estimated $1.98M and bringing the position to 741,912 shares worth $27.3M. The position accounts for ﹤0.01% of the portfolio, ranked #1749.

BlackRock Institutional Trust first reported a position in SBSI in Q2 2013 and has held it in 15 quarters since. 133 funds tracked by Wall St. Rank hold SBSI as of Q4 2016.

  • BlackRock Institutional Trust held 741,912 shares of Southside Bancshares worth $27.3M as of Q4 2016.
  • BlackRock Institutional Trust bought 57,385 Southside Bancshares shares in Q4 2016, an estimated $1.98M.
  • Southside Bancshares made up ﹤0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1749 holding.
  • BlackRock Institutional Trust first reported a position in Southside Bancshares in Q2 2013 and has held it in 15 quarters since.
  • 133 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.