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Clover Partners’s Southside Bancshares SBSI Stock Holding History

Clover Partners’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
Q3 		– Sell
-64,575
Closed -$1.95M – 31
2016
Q2 		$1.95M Hold
64,575
– – 0.77% 32
2016
Q1 		$1.56M Hold
64,575
– – 0.66% 30
2015
Q4 		$1.44M Buy
+64,575
New +$1.61M 0.64% 28

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 $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Clover Partners's SBSI Position: Q3 2016 in Review

Clover Partners sold out of Southside Bancshares (SBSI) in Q3 2016, closing a stake of 64,575 shares — an estimated $1.95M sold.

Clover Partners first reported a position in SBSI in Q4 2015 and held it in 3 quarters. The position peaked at $1.95M in Q2 2016. 116 funds tracked by Wall St. Rank hold SBSI as of Q3 2016.

  • Clover Partners reported no remaining Southside Bancshares position as of Q3 2016 after selling out during the quarter.
  • Clover Partners sold 64,575 Southside Bancshares shares in Q3 2016, an estimated $1.95M.
  • Clover Partners first reported a position in Southside Bancshares in Q4 2015 and held it in 3 quarters.
  • Clover Partners's Southside Bancshares position peaked at $1.95M in Q2 2016.
  • 116 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2016.

Based on Clover Partners's 13F filing for Q3 2016, filed 14 Nov 2016.