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R&F Capital Advisors’s Southside Bancshares SBSI Stock Holding History

R&F Capital 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
2017
Q1 		– Sell
-10,572
Closed -$389K – 804
2016
Q4 		$389K Buy
+10,572
New +$365K 0.14% 239

Other funds holding SBSI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

R&F Capital Advisors's SBSI Position: Q1 2017 in Review

R&F Capital Advisors sold out of Southside Bancshares (SBSI) in Q1 2017, closing a stake of 10,572 shares — an estimated $389K sold.

R&F Capital Advisors first reported a position in SBSI in Q4 2016 and held it in 1 quarter. The position peaked at $389K in Q4 2016. 125 funds tracked by Wall St. Rank hold SBSI as of Q1 2017.

  • R&F Capital Advisors reported no remaining Southside Bancshares position as of Q1 2017 after selling out during the quarter.
  • R&F Capital Advisors sold 10,572 Southside Bancshares shares in Q1 2017, an estimated $389K.
  • R&F Capital Advisors first reported a position in Southside Bancshares in Q4 2016 and held it in 1 quarter.
  • R&F Capital Advisors's Southside Bancshares position peaked at $389K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2017.

Based on R&F Capital Advisors's 13F filing for Q1 2017, filed 15 May 2017.