Financial Gravity Asset Management’s Simmons First National SFNC Stock Holding History

Financial Gravity Asset Management’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	$27K	Buy	+15	New	+$379	0.02%	912
2019 Q2	–	Sell	-16	Closed	-$389	–	1606
2019 Q1	$0	Buy	+16	New	+$410	﹤0.01%	1516
2018 Q3	$1K	Buy	26 +1	+4%	+$31	﹤0.01%	1237
2018 Q2	$1K	Sell	25 -1	-4%	-$31	﹤0.01%	1262
2018 Q1	$1K	Buy	+26	New	+$761	﹤0.01%	1243

Other funds holding SFNC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Landmark Bank Columbia, Missouri $444M AUM 30.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Financial Gravity Asset Management's SFNC Position: Q4 2019 in Review

Financial Gravity Asset Management opened a new position in Simmons First National (SFNC) in Q4 2019: 15 shares worth $27K. The stake represents 0.02% of the portfolio and ranks #912 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in SFNC as recently as Q1 2019.

Financial Gravity Asset Management first reported a position in SFNC in Q1 2018 and has held it in 5 quarters since. 206 funds tracked by Wall St. Rank hold SFNC as of Q4 2019.

Financial Gravity Asset Management held 15 shares of Simmons First National worth $27K as of Q4 2019.
Simmons First National was a new Financial Gravity Asset Management position in Q4 2019.
Simmons First National made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #912 holding.
Financial Gravity Asset Management first reported a position in Simmons First National in Q1 2018 and has held it in 5 quarters since.
206 funds tracked by Wall St. Rank held Simmons First National as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.