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AJO LP’s Simmons First National SFNC Stock Holding History

AJO LP’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
2014
Q2 		– Sell
-250,200
Closed -$4.66M – 476
2014
Q1 		$4.66M Sell
250,200
-15,400
-6% -$277K 0.02% 261
2013
Q4 		$4.93M Buy
+265,600
New +$4.48M 0.02% 270

Other funds holding SFNC

SFT
Simmons First Trust Pine Bluff, Arkansas $875M AUM 3.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

AJO LP's SFNC Position: Q2 2014 in Review

AJO LP sold out of Simmons First National (SFNC) in Q2 2014, closing a stake of 250,200 shares — an estimated $4.66M sold.

AJO LP first reported a position in SFNC in Q4 2013 and held it in 2 quarters. The position peaked at $4.93M in Q4 2013. 125 funds tracked by Wall St. Rank hold SFNC as of Q2 2014.

  • AJO LP reported no remaining Simmons First National position as of Q2 2014 after selling out during the quarter.
  • AJO LP sold 250,200 Simmons First National shares in Q2 2014, an estimated $4.66M.
  • AJO LP first reported a position in Simmons First National in Q4 2013 and held it in 2 quarters.
  • AJO LP's Simmons First National position peaked at $4.93M in Q4 2013.
  • 125 funds tracked by Wall St. Rank held Simmons First National as of Q2 2014.

Based on AJO LP's 13F filing for Q2 2014, filed 6 Aug 2014.