Summit Trail Advisors’s Southside Bancshares SBSI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-8	Closed	–	–	1428
2017 Q4	$0	Buy	+8	New	+$283	﹤0.01%	2079

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

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

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

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

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

TCM

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

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

Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return

Summit Trail Advisors's SBSI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Southside Bancshares (SBSI) in Q1 2018, closing a stake of 8 shares.

Summit Trail Advisors first reported a position in SBSI in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 134 funds tracked by Wall St. Rank hold SBSI as of Q1 2018.

Summit Trail Advisors reported no remaining Southside Bancshares position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 8 Southside Bancshares shares in Q1 2018.
Summit Trail Advisors first reported a position in Southside Bancshares in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Southside Bancshares position peaked at $0 in Q4 2017.
134 funds tracked by Wall St. Rank held Southside Bancshares as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.