Commonwealth Equity Services
SBSI icon

Commonwealth Equity Services’s Southside Bancshares SBSI Stock Holding History

Commonwealth Equity Services’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 		– Sell
-18,239
Closed -$573K – 2358
2016
Q3 		$573K Buy
18,239
+128
+0.7% +$3.98K ﹤0.01% 1289
2016
Q2 		$546K Buy
18,111
+106
+0.6% +$2.89K ﹤0.01% 1304
2016
Q1 		$436K Buy
+18,005
New +$392K ﹤0.01% 1398

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $544B AUM 28.31% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Commonwealth Equity Services's SBSI Position: Q4 2016 in Review

Commonwealth Equity Services sold out of Southside Bancshares (SBSI) in Q4 2016, closing a stake of 18,239 shares — an estimated $573K sold.

Commonwealth Equity Services first reported a position in SBSI in Q1 2016 and held it in 3 quarters. The position peaked at $573K in Q3 2016. 133 funds tracked by Wall St. Rank hold SBSI as of Q4 2016.

  • Commonwealth Equity Services reported no remaining Southside Bancshares position as of Q4 2016 after selling out during the quarter.
  • Commonwealth Equity Services sold 18,239 Southside Bancshares shares in Q4 2016, an estimated $573K.
  • Commonwealth Equity Services first reported a position in Southside Bancshares in Q1 2016 and held it in 3 quarters.
  • Commonwealth Equity Services's Southside Bancshares position peaked at $573K in Q3 2016.
  • 133 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2016.

Based on Commonwealth Equity Services's 13F filing for Q4 2016, filed 1 Feb 2017.