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Kennedy Capital Management’s Southside Bancshares SBSI Stock Holding History

Kennedy Capital 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
2014
Q3 		– Sell
-92,598
Closed -$2.37M – 778
2014
Q2 		$2.37M Buy
+92,598
New +$2.29M 0.04% 521

Other funds holding SBSI

State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 16.26% 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 18.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kennedy Capital Management's SBSI Position: Q3 2014 in Review

Kennedy Capital Management sold out of Southside Bancshares (SBSI) in Q3 2014, closing a stake of 92,598 shares — an estimated $2.37M sold.

Kennedy Capital Management first reported a position in SBSI in Q2 2014 and held it in 1 quarter. The position peaked at $2.37M in Q2 2014. 104 funds tracked by Wall St. Rank hold SBSI as of Q3 2014.

  • Kennedy Capital Management reported no remaining Southside Bancshares position as of Q3 2014 after selling out during the quarter.
  • Kennedy Capital Management sold 92,598 Southside Bancshares shares in Q3 2014, an estimated $2.37M.
  • Kennedy Capital Management first reported a position in Southside Bancshares in Q2 2014 and held it in 1 quarter.
  • Kennedy Capital Management's Southside Bancshares position peaked at $2.37M in Q2 2014.
  • 104 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2014.

Based on Kennedy Capital Management's 13F filing for Q3 2014, filed 14 Nov 2014.