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UBS’s Southside Bancshares SBSI Stock Holding History

UBS’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
2014
Q3 		$499K Buy
16,960
+4,493
+36% +$123K ﹤0.01% 4280
2014
Q2 		$319K Buy
12,467
+2,184
+21% +$53.9K ﹤0.01% 4667
2014
Q1 		$272K Buy
10,283
+2,901
+39% +$69.8K ﹤0.01% 4851
2013
Q4 		$170K Buy
7,382
+4,630
+168% +$106K ﹤0.01% 5481
2013
Q3 		$62K Sell
2,752
-2,074
-43% -$44.4K ﹤0.01% 6589
2013
Q2 		$97K Buy
+4,826
New +$89.2K ﹤0.01% 5949

Other funds holding SBSI

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

UBS's SBSI Position: Q3 2014 in Review

UBS increased its Southside Bancshares (SBSI) stake by 36% in Q3 2014, buying an estimated $123K and bringing the position to 16,960 shares worth $499K. The position accounts for ﹤0.01% of the portfolio, ranked #4280.

UBS first reported a position in SBSI in Q2 2013 and has held it in 6 quarters since. 104 funds tracked by Wall St. Rank hold SBSI as of Q3 2014.

  • UBS held 16,960 shares of Southside Bancshares worth $499K as of Q3 2014.
  • UBS bought 4,493 Southside Bancshares shares in Q3 2014, an estimated $123K.
  • Southside Bancshares made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4280 holding.
  • UBS first reported a position in Southside Bancshares in Q2 2013 and has held it in 6 quarters since.
  • 104 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.