Northwestern Mutual Wealth Management
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Northwestern Mutual Wealth Management’s Southside Bancshares SBSI Stock Holding History

Northwestern Mutual Wealth 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
2018
Q4 		– Sell
-12
Closed – – 2623
2018
Q3 		$0 Buy
+12
New +$424 ﹤0.01% 2615

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Renaissance Technologies
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State Street
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Handelsbanken Fonder
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Northern Trust
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Bank of New York Mellon
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northwestern Mutual Wealth Management's SBSI Position: Q4 2018 in Review

Northwestern Mutual Wealth Management sold out of Southside Bancshares (SBSI) in Q4 2018, closing a stake of 12 shares.

Northwestern Mutual Wealth Management first reported a position in SBSI in Q3 2018 and held it in 1 quarter. The position peaked at $0 in Q3 2018. 118 funds tracked by Wall St. Rank hold SBSI as of Q4 2018.

  • Northwestern Mutual Wealth Management reported no remaining Southside Bancshares position as of Q4 2018 after selling out during the quarter.
  • Northwestern Mutual Wealth Management sold 12 Southside Bancshares shares in Q4 2018.
  • Northwestern Mutual Wealth Management first reported a position in Southside Bancshares in Q3 2018 and held it in 1 quarter.
  • Northwestern Mutual Wealth Management's Southside Bancshares position peaked at $0 in Q3 2018.
  • 118 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2018.

Based on Northwestern Mutual Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.