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Weaver C. Barksdale & Associates’s Southside Bancshares SBSI Stock Holding History

Weaver C. Barksdale & Associates’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
Q4 		– Sell
-519
Closed -$15K – 555
2014
Q3 		$15K Hold
519
– – 0.01% 198
2014
Q2 		$13K Sell
519
-10,408
-95% -$257K 0.01% 223
2014
Q1 		$289K Hold
10,927
– – 0.24% 92
2013
Q4 		$252K Hold
10,927
– – 0.21% 96
2013
Q3 		$247K Hold
10,927
– – 0.23% 100
2013
Q2 		$220K Buy
+10,927
New +$202K 0.22% 87

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WC
Walthausen & Co Malta, New York $120M AUM 2.66% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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

Weaver C. Barksdale & Associates's SBSI Position: Q4 2014 in Review

Weaver C. Barksdale & Associates sold out of Southside Bancshares (SBSI) in Q4 2014, closing a stake of 519 shares — an estimated $15K sold.

Weaver C. Barksdale & Associates first reported a position in SBSI in Q2 2013 and held it in 6 quarters. The position peaked at $289K in Q1 2014. 106 funds tracked by Wall St. Rank hold SBSI as of Q4 2014.

  • Weaver C. Barksdale & Associates reported no remaining Southside Bancshares position as of Q4 2014 after selling out during the quarter.
  • Weaver C. Barksdale & Associates sold 519 Southside Bancshares shares in Q4 2014, an estimated $15K.
  • Weaver C. Barksdale & Associates first reported a position in Southside Bancshares in Q2 2013 and held it in 6 quarters.
  • Weaver C. Barksdale & Associates's Southside Bancshares position peaked at $289K in Q1 2014.
  • 106 funds tracked by Wall St. Rank held Southside Bancshares as of Q4 2014.

Based on Weaver C. Barksdale & Associates's 13F filing for Q4 2014, filed 12 Jan 2015.