Jacobs Levy Equity Management’s Simmons First National SFNC Stock Holding History

Jacobs Levy Equity 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
2015 Q1	–	Sell	-16,804	Closed	-$342K	–	867
2014 Q4	$342K	Sell	16,804 -1,000	-6%	-$20.1K	0.01%	660
2014 Q3	$343K	Sell	17,804 -4,800	-21%	-$95.2K	0.01%	654
2014 Q2	$445K	Sell	22,604 -7,800	-26%	-$152K	0.01%	657
2014 Q1	$567K	Sell	30,404 -20,800	-41%	-$374K	0.01%	652
2013 Q4	$951K	Buy	+51,204	New	+$864K	0.01%	585

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Jacobs Levy Equity Management's SFNC Position: Q1 2015 in Review

Jacobs Levy Equity Management sold out of Simmons First National (SFNC) in Q1 2015, closing a stake of 16,804 shares — an estimated $342K sold.

Jacobs Levy Equity Management first reported a position in SFNC in Q4 2013 and held it in 5 quarters. The position peaked at $951K in Q4 2013. 118 funds tracked by Wall St. Rank hold SFNC as of Q1 2015.

Jacobs Levy Equity Management reported no remaining Simmons First National position as of Q1 2015 after selling out during the quarter.
Jacobs Levy Equity Management sold 16,804 Simmons First National shares in Q1 2015, an estimated $342K.
Jacobs Levy Equity Management first reported a position in Simmons First National in Q4 2013 and held it in 5 quarters.
Jacobs Levy Equity Management's Simmons First National position peaked at $951K in Q4 2013.
118 funds tracked by Wall St. Rank held Simmons First National as of Q1 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2015, filed 15 May 2015.