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QS Investors’s Southside Bancshares SBSI Stock Holding History

QS Investors’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
2016
Q3 		– Sell
-1,242
Closed -$37K – 1972
2016
Q2 		$37K Sell
1,242
-1
-0.1% -$27 ﹤0.01% 1392
2016
Q1 		$30K Hold
1,243
– – ﹤0.01% 1389
2015
Q4 		$28K Buy
1,243
+251
+25% +$6.26K ﹤0.01% 1395
2015
Q3 		$25K Hold
992
– – ﹤0.01% 1363
2015
Q2 		$27K Hold
992
– – ﹤0.01% 1322
2015
Q1 		$25K Buy
992
+639
+181% +$16.2K ﹤0.01% 1321
2014
Q4 		$10K Buy
+353
New +$10K ﹤0.01% 1317

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

QS Investors's SBSI Position: Q3 2016 in Review

QS Investors sold out of Southside Bancshares (SBSI) in Q3 2016, closing a stake of 1,242 shares — an estimated $37K sold.

QS Investors first reported a position in SBSI in Q4 2014 and held it in 7 quarters. The position peaked at $37K in Q2 2016. 116 funds tracked by Wall St. Rank hold SBSI as of Q3 2016.

  • QS Investors reported no remaining Southside Bancshares position as of Q3 2016 after selling out during the quarter.
  • QS Investors sold 1,242 Southside Bancshares shares in Q3 2016, an estimated $37K.
  • QS Investors first reported a position in Southside Bancshares in Q4 2014 and held it in 7 quarters.
  • QS Investors's Southside Bancshares position peaked at $37K in Q2 2016.
  • 116 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2016.

Based on QS Investors's 13F filing for Q3 2016, filed 14 Nov 2016.