Loeb Offshore Management’s Southside Bancshares SBSI Stock Holding History

Loeb Offshore 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 Q4	$336K	Hold	33,902	–	–	0.06%	98
2014 Q3	$285K	Buy	+33,902	New	+$928K	0.04%	119

Other funds holding SBSI

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

JIR

James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Loeb Offshore Management's SBSI Position: Q4 2014 in Review

Loeb Offshore Management opened a new position in Southside Bancshares (SBSI) in Q4 2014: 274,915 shares worth $7.03M. The stake represents 1.29% of the portfolio and ranks #30 among its holdings.

106 funds tracked by Wall St. Rank hold SBSI as of Q4 2014.

Loeb Offshore Management held 274,915 shares of Southside Bancshares worth $7.03M as of Q4 2014.
Southside Bancshares was a new Loeb Offshore Management position in Q4 2014.
Southside Bancshares made up 1.29% of Loeb Offshore Management's portfolio in Q4 2014, its #30 holding.
106 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2014.

Based on Loeb Offshore Management's 13F filing for Q4 2014, filed 17 Feb 2015.