DIA
SBSI icon

Dean Investment Associates’s Southside Bancshares SBSI Stock Holding History

Dean Investment Associates’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
2015
Q3 		– Sell
-56,783
Closed -$1.54M – 240
2015
Q2 		$1.54M Buy
56,783
+1,777
+3% +$45.8K 0.35% 113
2015
Q1 		$1.4M Sell
55,006
-723
-1% -$18.3K 0.32% 111
2014
Q4 		$1.43M Sell
55,729
-37,857
-40% -$1.08M 0.33% 106
2014
Q3 		$2.75M Buy
93,586
+35,947
+62% +$984K 0.67% 56
2014
Q2 		$1.48M Buy
+57,639
New +$1.42M 0.34% 95

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Dean Investment Associates's SBSI Position: Q3 2015 in Review

Dean Investment Associates sold out of Southside Bancshares (SBSI) in Q3 2015, closing a stake of 56,783 shares — an estimated $1.54M sold.

Dean Investment Associates first reported a position in SBSI in Q2 2014 and held it in 5 quarters. The position peaked at $2.75M in Q3 2014. 106 funds tracked by Wall St. Rank hold SBSI as of Q3 2015.

  • Dean Investment Associates reported no remaining Southside Bancshares position as of Q3 2015 after selling out during the quarter.
  • Dean Investment Associates sold 56,783 Southside Bancshares shares in Q3 2015, an estimated $1.54M.
  • Dean Investment Associates first reported a position in Southside Bancshares in Q2 2014 and held it in 5 quarters.
  • Dean Investment Associates's Southside Bancshares position peaked at $2.75M in Q3 2014.
  • 106 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2015.

Based on Dean Investment Associates's 13F filing for Q3 2015, filed 13 Nov 2015.