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Virtus Fund Advisers’s Southside Bancshares SBSI Stock Holding History

Virtus Fund Advisers’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 		– Sell
-1,816
Closed -$47K – 1794
2014
Q2 		$47K Buy
+1,816
New +$44.8K ﹤0.01% 1913

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 $891M AUM 30.4% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Virtus Fund Advisers's SBSI Position: Q3 2014 in Review

Virtus Fund Advisers sold out of Southside Bancshares (SBSI) in Q3 2014, closing a stake of 1,816 shares — an estimated $47K sold.

Virtus Fund Advisers first reported a position in SBSI in Q2 2014 and held it in 1 quarter. The position peaked at $47K in Q2 2014. 104 funds tracked by Wall St. Rank hold SBSI as of Q3 2014.

  • Virtus Fund Advisers reported no remaining Southside Bancshares position as of Q3 2014 after selling out during the quarter.
  • Virtus Fund Advisers sold 1,816 Southside Bancshares shares in Q3 2014, an estimated $47K.
  • Virtus Fund Advisers first reported a position in Southside Bancshares in Q2 2014 and held it in 1 quarter.
  • Virtus Fund Advisers's Southside Bancshares position peaked at $47K in Q2 2014.
  • 104 funds tracked by Wall St. Rank held Southside Bancshares as of Q3 2014.

Based on Virtus Fund Advisers's 13F filing for Q3 2014, filed 31 Oct 2014.