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Advisor Group’s Simmons First National SFNC Stock Holding History

Advisor Group’s Portfolio SFNC Stock Details SFNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$356K Sell
13,304
-52
-0.4% -$1.31K ﹤0.01% 1920
2019
Q3 		$333K Sell
13,356
-430
-3% -$10.5K ﹤0.01% 1916
2019
Q2 		$321K Sell
13,786
-214
-2% -$5.21K ﹤0.01% 1941
2019
Q1 		$343K Sell
14,000
-1,596
-10% -$40.9K ﹤0.01% 1863
2018
Q4 		$377K Sell
15,596
-108
-0.7% -$2.91K ﹤0.01% 1610
2018
Q3 		$462K Sell
15,704
-576
-4% -$17.7K ﹤0.01% 1531
2018
Q2 		$486K Sell
16,280
-890
-5% -$27.2K 0.01% 1323
2018
Q1 		$488K Hold
17,170
– – 0.01% 1343
2017
Q4 		$490K Buy
17,170
+594
+4% +$17.1K 0.01% 1342
2017
Q3 		$480K Sell
16,576
-204
-1% -$5.44K 0.01% 1228
2017
Q2 		$444K Hold
16,780
– – 0.01% 1225
2017
Q1 		$463K Buy
+16,780
New +$494K 0.01% 1126

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LB
Landmark Bank Columbia, Missouri $444M AUM 30.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisor Group's SFNC Position: Q4 2019 in Review

Advisor Group reduced its Simmons First National (SFNC) stake by 0.39% in Q4 2019, selling an estimated $1.31K and leaving 13,304 shares worth $356K. The position accounts for ﹤0.01% of the portfolio, ranked #1920.

Advisor Group first reported a position in SFNC in Q1 2017 and has held it in 12 quarters since. The position peaked at $490K in Q4 2017. 206 funds tracked by Wall St. Rank hold SFNC as of Q4 2019.

  • Advisor Group held 13,304 shares of Simmons First National worth $356K as of Q4 2019.
  • Advisor Group sold 52 Simmons First National shares in Q4 2019, an estimated $1.31K.
  • Simmons First National made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #1920 holding.
  • Advisor Group first reported a position in Simmons First National in Q1 2017 and has held it in 12 quarters since.
  • Advisor Group's Simmons First National position peaked at $490K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held Simmons First National as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.