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Financial Architects (New Jersey)’s Southside Bancshares SBSI Stock Holding History

Financial Architects (New Jersey)’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
Q2 		– Sell
-55
Closed -$2K – 1612
2017
Q1 		$2K Buy
+55
New +$1.88K ﹤0.01% 1459

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Financial Architects (New Jersey)'s SBSI Position: Q2 2017 in Review

Financial Architects (New Jersey) sold out of Southside Bancshares (SBSI) in Q2 2017, closing a stake of 55 shares — an estimated $2K sold.

Financial Architects (New Jersey) first reported a position in SBSI in Q1 2017 and held it in 1 quarter. The position peaked at $2K in Q1 2017. 126 funds tracked by Wall St. Rank hold SBSI as of Q2 2017.

  • Financial Architects (New Jersey) reported no remaining Southside Bancshares position as of Q2 2017 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 55 Southside Bancshares shares in Q2 2017, an estimated $2K.
  • Financial Architects (New Jersey) first reported a position in Southside Bancshares in Q1 2017 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Southside Bancshares position peaked at $2K in Q1 2017.
  • 126 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2017.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2017, filed 21 Jul 2017.