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Balasa Dinverno & Foltz’s Simmons First National SFNC Stock Holding History

Balasa Dinverno & Foltz’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
2015
Q3 		– Sell
-9,688
Closed -$226K – 205
2015
Q2 		$226K Buy
+9,688
New +$215K 0.04% 181

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
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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Balasa Dinverno & Foltz's SFNC Position: Q3 2015 in Review

Balasa Dinverno & Foltz sold out of Simmons First National (SFNC) in Q3 2015, closing a stake of 9,688 shares — an estimated $226K sold.

Balasa Dinverno & Foltz first reported a position in SFNC in Q2 2015 and held it in 1 quarter. The position peaked at $226K in Q2 2015. 131 funds tracked by Wall St. Rank hold SFNC as of Q3 2015.

  • Balasa Dinverno & Foltz reported no remaining Simmons First National position as of Q3 2015 after selling out during the quarter.
  • Balasa Dinverno & Foltz sold 9,688 Simmons First National shares in Q3 2015, an estimated $226K.
  • Balasa Dinverno & Foltz first reported a position in Simmons First National in Q2 2015 and held it in 1 quarter.
  • Balasa Dinverno & Foltz's Simmons First National position peaked at $226K in Q2 2015.
  • 131 funds tracked by Wall St. Rank held Simmons First National as of Q3 2015.

Based on Balasa Dinverno & Foltz's 13F filing for Q3 2015, filed 9 Nov 2015.