Capstone Investment Advisors
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Capstone Investment Advisors’s Southside Bancshares SBSI Stock Holding History

Capstone Investment Advisors’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
2017
Q1 		– Sell
-7,708
Closed -$283K – 1088
2016
Q4 		$283K Buy
+7,708
New +$266K 0.01% 740

Other funds holding SBSI

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Capstone Investment Advisors's SBSI Position: Q1 2017 in Review

Capstone Investment Advisors sold out of Southside Bancshares (SBSI) in Q1 2017, closing a stake of 7,708 shares — an estimated $283K sold.

Capstone Investment Advisors first reported a position in SBSI in Q4 2016 and held it in 1 quarter. The position peaked at $283K in Q4 2016. 125 funds tracked by Wall St. Rank hold SBSI as of Q1 2017.

  • Capstone Investment Advisors reported no remaining Southside Bancshares position as of Q1 2017 after selling out during the quarter.
  • Capstone Investment Advisors sold 7,708 Southside Bancshares shares in Q1 2017, an estimated $283K.
  • Capstone Investment Advisors first reported a position in Southside Bancshares in Q4 2016 and held it in 1 quarter.
  • Capstone Investment Advisors's Southside Bancshares position peaked at $283K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2017.

Based on Capstone Investment Advisors's 13F filing for Q1 2017, filed 15 May 2017.