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Independent Portfolio Consultants’s Southside Bancshares SBSI Stock Holding History

Independent Portfolio Consultants’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
2017
Q2 		$923K Sell
26,417
-2,332
-8% -$78.3K 0.38% 57
2017
Q1 		$942K Buy
28,749
+1,582
+6% +$54.1K 0.33% 93
2016
Q4 		$998K Sell
27,167
-755
-3% -$26.1K 0.33% 91
2016
Q3 		$877K Sell
27,922
-472
-2% -$14.7K 0.28% 111
2016
Q2 		$857K Buy
28,394
+10,307
+57% +$281K 0.27% 113
2016
Q1 		$438K Buy
18,087
+1,442
+9% +$31.4K 0.12% 231
2015
Q4 		$372K Sell
16,645
-5,654
-25% -$141K 0.11% 245
2015
Q3 		$571K Buy
22,299
+318
+1% +$8.02K 0.12% 225
2015
Q2 		$597K Buy
21,981
+1,323
+6% +$34.1K 0.12% 231
2015
Q1 		$524K Sell
20,658
-996
-5% -$25.2K 0.11% 233
2014
Q4 		$554K Buy
21,654
+11,621
+116% +$330K 0.11% 239
2014
Q3 		$295K Buy
10,033
+119
+1% +$3.26K 0.08% 401
2014
Q2 		$254K Buy
9,914
+1,154
+13% +$28.5K 0.07% 407
2014
Q1 		$231K Sell
8,760
-336
-4% -$8.09K 0.07% 412
2013
Q4 		$210K Sell
9,096
-1,686
-16% -$38.7K 0.07% 429
2013
Q3 		$244K Sell
10,782
-12
-0.1% -$257 0.1% 396
2013
Q2 		$217K Buy
+10,794
New +$199K 0.1% 398

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Independent Portfolio Consultants's SBSI Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Southside Bancshares (SBSI) stake by 8.1% in Q2 2017, selling an estimated $78.3K and leaving 26,417 shares worth $923K. The position accounts for 0.38% of the portfolio, ranked #57.

Independent Portfolio Consultants first reported a position in SBSI in Q2 2013 and has held it in 17 quarters since. The position peaked at $998K in Q4 2016. 126 funds tracked by Wall St. Rank hold SBSI as of Q2 2017.

  • Independent Portfolio Consultants held 26,417 shares of Southside Bancshares worth $923K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,332 Southside Bancshares shares in Q2 2017, an estimated $78.3K.
  • Southside Bancshares made up 0.38% of Independent Portfolio Consultants's portfolio in Q2 2017, its #57 holding.
  • Independent Portfolio Consultants first reported a position in Southside Bancshares in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Southside Bancshares position peaked at $998K in Q4 2016.
  • 126 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.