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James Investment Research’s Southside Bancshares SBSI Stock Holding History

James Investment Research’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
2015
Q1 		– Sell
-323,253
Closed -$8.27M – 534
2014
Q4 		$8.27M Sell
323,253
-1,063
-0.3% -$30.2K 0.23% 121
2014
Q3 		$9.54M Buy
324,316
+14,051
+5% +$384K 0.3% 100
2014
Q2 		$7.95M Buy
310,265
+9,100
+3% +$225K 0.25% 105
2014
Q1 		$7.96M Buy
301,165
+41,139
+16% +$990K 0.25% 108
2013
Q4 		$5.99M Buy
260,026
+71,360
+38% +$1.64M 0.19% 122
2013
Q3 		$4.27M Buy
188,666
+102,291
+118% +$2.19M 0.16% 135
2013
Q2 		$1.74M Buy
+86,375
New +$1.6M 0.07% 160

Other funds holding SBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

James Investment Research's SBSI Position: Q1 2015 in Review

James Investment Research sold out of Southside Bancshares (SBSI) in Q1 2015, closing a stake of 323,253 shares — an estimated $8.27M sold.

James Investment Research first reported a position in SBSI in Q2 2013 and held it in 7 quarters. The position peaked at $9.54M in Q3 2014. 107 funds tracked by Wall St. Rank hold SBSI as of Q1 2015.

  • James Investment Research reported no remaining Southside Bancshares position as of Q1 2015 after selling out during the quarter.
  • James Investment Research sold 323,253 Southside Bancshares shares in Q1 2015, an estimated $8.27M.
  • James Investment Research first reported a position in Southside Bancshares in Q2 2013 and held it in 7 quarters.
  • James Investment Research's Southside Bancshares position peaked at $9.54M in Q3 2014.
  • 107 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2015.

Based on James Investment Research's 13F filing for Q1 2015, filed 17 Apr 2015.