Foresters Investment Management’s Simmons First National SFNC Stock Holding History

Foresters Investment 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 Q3	$11.2M	Buy	450,600 +20,200	+5%	+$495K	0.22%	159
2019 Q2	$10M	Sell	430,400 -24,200	-5%	-$589K	0.18%	189
2019 Q1	$11.1M	Buy	454,600 +101,000	+29%	+$2.59M	0.19%	168
2018 Q4	$8.53M	Buy	353,600 +84,800	+32%	+$2.28M	0.16%	190
2018 Q3	$7.92M	Buy	268,800 +2,500	+0.9%	+$76.9K	0.13%	228
2018 Q2	$7.96M	Buy	266,300 +22,300	+9%	+$680K	0.14%	218
2018 Q1	$6.94M	Sell	244,000 -2,000	-0.8%	-$58.5K	0.12%	216
2017 Q4	$7.02M	Hold	246,000	–	–	0.11%	220
2017 Q3	$7.12M	Buy	246,000 +2,200	+0.9%	+$58.7K	0.12%	206
2017 Q2	$6.45M	Buy	243,800 +9,800	+4%	+$259K	0.11%	215
2017 Q1	$6.45M	Buy	234,000 +2,000	+0.9%	+$58.8K	0.11%	208
2016 Q4	$7.27M	Buy	232,000 +11,000	+5%	+$309K	0.13%	195
2016 Q3	$5.51M	Buy	221,000 +1,000	+0.5%	+$24K	0.1%	216
2016 Q2	$5.08M	Buy	220,000 +27,000	+14%	+$620K	0.1%	213
2016 Q1	$4.35M	Buy	193,000 +1,000	+0.5%	+$22.1K	0.09%	219
2015 Q4	$4.93M	Buy	192,000 +4,000	+2%	+$105K	0.1%	206
2015 Q3	$4.5M	Hold	188,000	–	–	0.1%	204
2015 Q2	$4.39M	Buy	188,000 +4,000	+2%	+$88.9K	0.08%	229
2015 Q1	$4.18M	Buy	+184,000	New	+$3.74M	0.08%	227

Other funds holding SFNC

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

Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Foresters Investment Management's SFNC Position: Q3 2019 in Review

Foresters Investment Management increased its Simmons First National (SFNC) stake by 4.7% in Q3 2019, buying an estimated $495K and bringing the position to 450,600 shares worth $11.2M. The position accounts for 0.22% of the portfolio, ranked #159.

Foresters Investment Management first reported a position in SFNC in Q1 2015 and has held it in 19 quarters since. 212 funds tracked by Wall St. Rank hold SFNC as of Q3 2019.

Foresters Investment Management held 450,600 shares of Simmons First National worth $11.2M as of Q3 2019.
Foresters Investment Management bought 20,200 Simmons First National shares in Q3 2019, an estimated $495K.
Simmons First National made up 0.22% of Foresters Investment Management's portfolio in Q3 2019, its #159 holding.
Foresters Investment Management first reported a position in Simmons First National in Q1 2015 and has held it in 19 quarters since.
212 funds tracked by Wall St. Rank held Simmons First National as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.