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Freedom Investment Management’s Southside Bancshares SBSI Stock Holding History

Freedom Investment 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
2014
Q1 		– Sell
-11,092
Closed -$256K – 468
2013
Q4 		$256K Buy
+11,092
New +$255K 0.06% 315

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BFA
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LSV Asset Management
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HW
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JIR
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Northern Trust
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Freedom Investment Management's SBSI Position: Q1 2014 in Review

Freedom Investment Management sold out of Southside Bancshares (SBSI) in Q1 2014, closing a stake of 11,092 shares — an estimated $256K sold.

Freedom Investment Management first reported a position in SBSI in Q4 2013 and held it in 1 quarter. The position peaked at $256K in Q4 2013. 92 funds tracked by Wall St. Rank hold SBSI as of Q1 2014.

  • Freedom Investment Management reported no remaining Southside Bancshares position as of Q1 2014 after selling out during the quarter.
  • Freedom Investment Management sold 11,092 Southside Bancshares shares in Q1 2014, an estimated $256K.
  • Freedom Investment Management first reported a position in Southside Bancshares in Q4 2013 and held it in 1 quarter.
  • Freedom Investment Management's Southside Bancshares position peaked at $256K in Q4 2013.
  • 92 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2014.

Based on Freedom Investment Management's 13F filing for Q1 2014, filed 14 May 2014.