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Ground Swell Capital’s Southside Bancshares SBSI Stock Holding History

Ground Swell Capital’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
Q3 		– Sell
-1,288
Closed -$33K – 2719
2014
Q2 		$33K Buy
+1,288
New +$31.8K 0.06% 251

Other funds holding SBSI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ground Swell Capital's SBSI Position: Q3 2014 in Review

Ground Swell Capital sold out of Southside Bancshares (SBSI) in Q3 2014, closing a stake of 1,288 shares — an estimated $33K sold.

Ground Swell Capital first reported a position in SBSI in Q2 2014 and held it in 1 quarter. The position peaked at $33K in Q2 2014. 104 funds tracked by Wall St. Rank hold SBSI as of Q3 2014.

  • Ground Swell Capital reported no remaining Southside Bancshares position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 1,288 Southside Bancshares shares in Q3 2014, an estimated $33K.
  • Ground Swell Capital first reported a position in Southside Bancshares in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's Southside Bancshares position peaked at $33K in Q2 2014.
  • 104 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.