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Glassman Wealth Services’s Southside Bancshares SBSI Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-595
Closed -$19K – 1191
2018
Q4 		$19K Sell
595
-6
-1% -$195 0.01% 304
2018
Q3 		$21K Hold
601
– – 0.01% 321
2018
Q2 		$20K Buy
601
+595
+9,917% +$20.5K 0.01% 299
2018
Q1 		$0 Buy
+6
New +$209 ﹤0.01% 898

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

Glassman Wealth Services's SBSI Position: Q1 2019 in Review

Glassman Wealth Services sold out of Southside Bancshares (SBSI) in Q1 2019, closing a stake of 595 shares — an estimated $19K sold.

Glassman Wealth Services first reported a position in SBSI in Q1 2018 and held it in 4 quarters. The position peaked at $21K in Q3 2018. 120 funds tracked by Wall St. Rank hold SBSI as of Q1 2019.

  • Glassman Wealth Services reported no remaining Southside Bancshares position as of Q1 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 595 Southside Bancshares shares in Q1 2019, an estimated $19K.
  • Glassman Wealth Services first reported a position in Southside Bancshares in Q1 2018 and held it in 4 quarters.
  • Glassman Wealth Services's Southside Bancshares position peaked at $21K in Q3 2018.
  • 120 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2019.

Based on Glassman Wealth Services's 13F filing for Q1 2019, filed 10 May 2019.