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USCA RIA’s Southside Bancshares SBSI Stock Holding History

USCA RIA’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
2013
Q4 		– Sell
-22,354
Closed -$506K – 275
2013
Q3 		$506K Sell
22,354
-10,792
-33% -$231K 0.23% 115
2013
Q2 		$667K Buy
+33,146
New +$613K 0.34% 77

Other funds holding SBSI

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

USCA RIA's SBSI Position: Q4 2013 in Review

USCA RIA sold out of Southside Bancshares (SBSI) in Q4 2013, closing a stake of 22,354 shares — an estimated $506K sold.

USCA RIA first reported a position in SBSI in Q2 2013 and held it in 2 quarters. The position peaked at $667K in Q2 2013. 89 funds tracked by Wall St. Rank hold SBSI as of Q4 2013.

  • USCA RIA reported no remaining Southside Bancshares position as of Q4 2013 after selling out during the quarter.
  • USCA RIA sold 22,354 Southside Bancshares shares in Q4 2013, an estimated $506K.
  • USCA RIA first reported a position in Southside Bancshares in Q2 2013 and held it in 2 quarters.
  • USCA RIA's Southside Bancshares position peaked at $667K in Q2 2013.
  • 89 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2013.

Based on USCA RIA's 13F filing for Q4 2013, filed 5 Feb 2014.