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MSI Financial Services’s Southside Bancshares SBSI Stock Holding History

MSI Financial Services’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
Q3 		– Sell
-1
Closed – – 3338
2015
Q2 		$0 Sell
1
-57
-98% -$1.47K ﹤0.01% 3227
2015
Q1 		$1K Buy
+58
New +$1.47K ﹤0.01% 2888

Other funds holding SBSI

BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
HHC
Hutchin Hill Capital New York $359M AUM 15.77% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MSI Financial Services's SBSI Position: Q3 2015 in Review

MSI Financial Services sold out of Southside Bancshares (SBSI) in Q3 2015, closing a stake of 1 share.

MSI Financial Services first reported a position in SBSI in Q1 2015 and held it in 2 quarters. The position peaked at $1K in Q1 2015. 106 funds tracked by Wall St. Rank hold SBSI as of Q3 2015.

  • MSI Financial Services reported no remaining Southside Bancshares position as of Q3 2015 after selling out during the quarter.
  • MSI Financial Services sold 1 Southside Bancshares share in Q3 2015.
  • MSI Financial Services first reported a position in Southside Bancshares in Q1 2015 and held it in 2 quarters.
  • MSI Financial Services's Southside Bancshares position peaked at $1K in Q1 2015.
  • 106 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2015.

Based on MSI Financial Services's 13F filing for Q3 2015, filed 28 Oct 2015.