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Crossmark Global Holdings’s Southside Bancshares SBSI Stock Holding History

Crossmark Global Holdings’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
Q4 		– Sell
-7,027
Closed -$255K – 1670
2017
Q3 		$255K Buy
+7,027
New +$238K 0.01% 1422
2016
Q3 		$255K Buy
+7,203
New +$224K 0.01% 1422

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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 $1.03B AUM 19.64% 1-Year Est. Return

Crossmark Global Holdings's SBSI Position: Q4 2017 in Review

Crossmark Global Holdings sold out of Southside Bancshares (SBSI) in Q4 2017, closing a stake of 7,027 shares — an estimated $255K sold.

Crossmark Global Holdings first reported a position in SBSI in Q3 2016 and held it in 2 quarters. The position peaked at $255K in Q3 2017. 123 funds tracked by Wall St. Rank hold SBSI as of Q4 2017.

  • Crossmark Global Holdings reported no remaining Southside Bancshares position as of Q4 2017 after selling out during the quarter.
  • Crossmark Global Holdings sold 7,027 Southside Bancshares shares in Q4 2017, an estimated $255K.
  • Crossmark Global Holdings first reported a position in Southside Bancshares in Q3 2016 and held it in 2 quarters.
  • Crossmark Global Holdings's Southside Bancshares position peaked at $255K in Q3 2017.
  • 123 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2017.

Based on Crossmark Global Holdings's 13F filing for Q4 2017, filed 5 Feb 2018.