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IHT Wealth Management’s Southside Bancshares SBSI Stock Holding History

IHT Wealth 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
2018
Q2 		– Sell
-180
Closed -$6K – 1172
2018
Q1 		$6K Hold
180
– – ﹤0.01% 1305
2017
Q4 		$6K Buy
+180
New +$6.37K ﹤0.01% 1304

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
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
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IHT Wealth Management's SBSI Position: Q2 2018 in Review

IHT Wealth Management sold out of Southside Bancshares (SBSI) in Q2 2018, closing a stake of 180 shares — an estimated $6K sold.

IHT Wealth Management first reported a position in SBSI in Q4 2017 and held it in 2 quarters. The position peaked at $6K in Q1 2018. 125 funds tracked by Wall St. Rank hold SBSI as of Q2 2018.

  • IHT Wealth Management reported no remaining Southside Bancshares position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 180 Southside Bancshares shares in Q2 2018, an estimated $6K.
  • IHT Wealth Management first reported a position in Southside Bancshares in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Southside Bancshares position peaked at $6K in Q1 2018.
  • 125 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.