Well Done LLC’s Southside Bancshares SBSI Stock Holding History

Well Done LLC’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
2018 Q2	–	Sell	-234	Closed	-$8K	–	444
2018 Q1	$8K	Buy	+234	New	+$8.13K	﹤0.01%	483

Other funds holding SBSI

BlackRock New York $5.72T AUM 30.48% 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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

TCM

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Well Done LLC's SBSI Position: Q2 2018 in Review

Well Done LLC sold out of Southside Bancshares (SBSI) in Q2 2018, closing a stake of 234 shares — an estimated $8K sold.

Well Done LLC first reported a position in SBSI in Q1 2018 and held it in 1 quarter. The position peaked at $8K in Q1 2018. 125 funds tracked by Wall St. Rank hold SBSI as of Q2 2018.

Well Done LLC reported no remaining Southside Bancshares position as of Q2 2018 after selling out during the quarter.
Well Done LLC sold 234 Southside Bancshares shares in Q2 2018, an estimated $8K.
Well Done LLC first reported a position in Southside Bancshares in Q1 2018 and held it in 1 quarter.
Well Done LLC's Southside Bancshares position peaked at $8K in Q1 2018.
125 funds tracked by Wall St. Rank held Southside Bancshares as of Q2 2018.

Based on Well Done LLC's 13F filing for Q2 2018, filed 3 Aug 2018.