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Rational Advisors’s Southside Bancshares SBSI Stock Holding History

Rational 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
-8,200
Closed -$301K – 288
2016
Q4 		$301K Buy
8,200
+5,125
+167% +$177K 0.29% 75
2016
Q3 		$97K Hold
3,075
– – 0.06% 248
2016
Q2 		$93K Buy
+3,075
New +$83.8K 0.06% 171

Other funds holding SBSI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Rational Advisors's SBSI Position: Q1 2017 in Review

Rational Advisors sold out of Southside Bancshares (SBSI) in Q1 2017, closing a stake of 8,200 shares — an estimated $301K sold.

Rational Advisors first reported a position in SBSI in Q2 2016 and held it in 3 quarters. The position peaked at $301K in Q4 2016. 125 funds tracked by Wall St. Rank hold SBSI as of Q1 2017.

  • Rational Advisors reported no remaining Southside Bancshares position as of Q1 2017 after selling out during the quarter.
  • Rational Advisors sold 8,200 Southside Bancshares shares in Q1 2017, an estimated $301K.
  • Rational Advisors first reported a position in Southside Bancshares in Q2 2016 and held it in 3 quarters.
  • Rational Advisors's Southside Bancshares position peaked at $301K in Q4 2016.
  • 125 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2017.

Based on Rational Advisors's 13F filing for Q1 2017, filed 9 May 2017.