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OFI Advisors’s Southside Bancshares SBSI Stock Holding History

OFI Advisors’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 		$77K Buy
3,016
+344
+13% +$8.68K 0.01% 1531
2015
Q2 		$73K Buy
2,672
+82
+3% +$2.12K ﹤0.01% 1553
2015
Q1 		$66K Buy
+2,590
New +$65.5K ﹤0.01% 1577

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

OFI Advisors's SBSI Position: Q3 2015 in Review

OFI Advisors increased its Southside Bancshares (SBSI) stake by 13% in Q3 2015, buying an estimated $8.68K and bringing the position to 3,016 shares worth $77K. The position accounts for 0.01% of the portfolio, ranked #1531.

OFI Advisors first reported a position in SBSI in Q1 2015 and has held it in 3 quarters since. 106 funds tracked by Wall St. Rank hold SBSI as of Q3 2015.

  • OFI Advisors held 3,016 shares of Southside Bancshares worth $77K as of Q3 2015.
  • OFI Advisors bought 344 Southside Bancshares shares in Q3 2015, an estimated $8.68K.
  • Southside Bancshares made up 0.01% of OFI Advisors's portfolio in Q3 2015, its #1531 holding.
  • OFI Advisors first reported a position in Southside Bancshares in Q1 2015 and has held it in 3 quarters since.
  • 106 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2015.

Based on OFI Advisors's 13F filing for Q3 2015, filed 13 Nov 2015.