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	$53K	Buy	+1,808	New	+$49.5K	﹤0.01%	6751

Other funds holding SBSI

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

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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 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.