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Cresset Asset Management’s Southside Bancshares SBSI Stock Holding History

Cresset Asset Management’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
-76
Closed -$3K – 1459
2019
Q1 		$3K Hold
76
– – ﹤0.01% 1546
2018
Q4 		$2K Buy
+76
New +$2.47K ﹤0.01% 1360

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cresset Asset Management's SBSI Position: Q2 2019 in Review

Cresset Asset Management sold out of Southside Bancshares (SBSI) in Q2 2019, closing a stake of 76 shares — an estimated $3K sold.

Cresset Asset Management first reported a position in SBSI in Q4 2018 and held it in 2 quarters. The position peaked at $3K in Q1 2019. 118 funds tracked by Wall St. Rank hold SBSI as of Q2 2019.

  • Cresset Asset Management reported no remaining Southside Bancshares position as of Q2 2019 after selling out during the quarter.
  • Cresset Asset Management sold 76 Southside Bancshares shares in Q2 2019, an estimated $3K.
  • Cresset Asset Management first reported a position in Southside Bancshares in Q4 2018 and held it in 2 quarters.
  • Cresset Asset Management's Southside Bancshares position peaked at $3K in Q1 2019.
  • 118 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2019.

Based on Cresset Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.