Prelude Capital Management’s Southside Bancshares SBSI Stock Holding History

Prelude 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
2017 Q3	–	Sell	-100	Closed	-$3K	–	1874
2017 Q2	$3K	Buy	+100	New	+$3.36K	﹤0.01%	1505
2016 Q3	–	Sell	-328	Closed	-$10K	–	1789
2016 Q2	$10K	Buy	+328	New	+$8.94K	﹤0.01%	1390
2015 Q1	–	Sell	-1,243	Closed	-$32K	–	2145
2014 Q4	$32K	Buy	+1,243	New	+$35.3K	﹤0.01%	1605
2014 Q3	–	Sell	-2,254	Closed	-$58K	–	2090
2014 Q2	$58K	Hold	2,254	–	–	0.01%	1312
2014 Q1	$60K	Buy	+2,254	New	+$54.2K	0.01%	1228
2013 Q4	–	Sell	-1,804	Closed	-$41K	–	1869
2013 Q3	$41K	Buy	+1,804	New	+$38.6K	0.01%	964

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TCM

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Prelude Capital Management's SBSI Position: Q3 2017 in Review

Prelude Capital Management sold out of Southside Bancshares (SBSI) in Q3 2017, closing a stake of 100 shares — an estimated $3K sold.

Prelude Capital Management first reported a position in SBSI in Q3 2013 and held it in 6 quarters. The position peaked at $60K in Q1 2014. 121 funds tracked by Wall St. Rank hold SBSI as of Q3 2017.

Prelude Capital Management reported no remaining Southside Bancshares position as of Q3 2017 after selling out during the quarter.
Prelude Capital Management sold 100 Southside Bancshares shares in Q3 2017, an estimated $3K.
Prelude Capital Management first reported a position in Southside Bancshares in Q3 2013 and held it in 6 quarters.
Prelude Capital Management's Southside Bancshares position peaked at $60K in Q1 2014.
121 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2017.

Based on Prelude Capital Management's 13F filing for Q3 2017, filed 14 Nov 2017.