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Haber Trilix Advisors’s Southside Bancshares SBSI Stock Holding History

Haber Trilix Advisors’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
2013
Q2 		$204K Buy
+10,126
New +$187K 0.03% 112

Other funds holding SBSI

BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Haber Trilix Advisors's SBSI Position: Q2 2013 in Review

Haber Trilix Advisors opened a new position in Southside Bancshares (SBSI) in Q2 2013: 10,126 shares worth $204K. The stake represents 0.03% of the portfolio and ranks #112 among its holdings.

88 funds tracked by Wall St. Rank hold SBSI as of Q2 2013.

  • Haber Trilix Advisors held 10,126 shares of Southside Bancshares worth $204K as of Q2 2013.
  • Southside Bancshares was a new Haber Trilix Advisors position in Q2 2013.
  • Southside Bancshares made up 0.03% of Haber Trilix Advisors's portfolio in Q2 2013, its #112 holding.
  • 88 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2013.

Based on Haber Trilix Advisors's 13F filing for Q2 2013, filed 14 Aug 2013.