US Financial Advisors’s Southside Bancshares SBSI Stock Holding History

US Financial 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
2016 Q2	–	Sell	-82	Closed	-$2K	–	333
2016 Q1	$2K	Hold	82	–	–	﹤0.01%	339
2015 Q4	$2K	Hold	82	–	–	﹤0.01%	477
2015 Q3	$2K	Hold	82	–	–	﹤0.01%	414
2015 Q2	$2K	Buy	+82	New	+$2.12K	﹤0.01%	396

Other funds holding SBSI

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

TCM

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

US Financial Advisors's SBSI Position: Q2 2016 in Review

US Financial Advisors sold out of Southside Bancshares (SBSI) in Q2 2016, closing a stake of 82 shares — an estimated $2K sold.

US Financial Advisors first reported a position in SBSI in Q2 2015 and held it in 4 quarters. The position peaked at $2K in Q1 2016. 118 funds tracked by Wall St. Rank hold SBSI as of Q2 2016.

US Financial Advisors reported no remaining Southside Bancshares position as of Q2 2016 after selling out during the quarter.
US Financial Advisors sold 82 Southside Bancshares shares in Q2 2016, an estimated $2K.
US Financial Advisors first reported a position in Southside Bancshares in Q2 2015 and held it in 4 quarters.
US Financial Advisors's Southside Bancshares position peaked at $2K in Q1 2016.
118 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.