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JOYN Advisors’s Simmons First National SFNC Stock Holding History

JOYN Advisors’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
Q1 		– Sell
-939
Closed -$23K – 1173
2018
Q4 		$23K Buy
939
+765
+440% +$20.6K 0.01% 612
2018
Q3 		$5K Buy
174
+32
+23% +$985 ﹤0.01% 1206
2018
Q2 		$4K Buy
142
+23
+19% +$702 ﹤0.01% 1218
2018
Q1 		$3K Buy
+119
New +$3.48K ﹤0.01% 997

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JOYN Advisors's SFNC Position: Q1 2019 in Review

JOYN Advisors sold out of Simmons First National (SFNC) in Q1 2019, closing a stake of 939 shares — an estimated $23K sold.

JOYN Advisors first reported a position in SFNC in Q1 2018 and held it in 4 quarters. The position peaked at $23K in Q4 2018. 197 funds tracked by Wall St. Rank hold SFNC as of Q1 2019.

  • JOYN Advisors reported no remaining Simmons First National position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 939 Simmons First National shares in Q1 2019, an estimated $23K.
  • JOYN Advisors first reported a position in Simmons First National in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Simmons First National position peaked at $23K in Q4 2018.
  • 197 funds tracked by Wall St. Rank held Simmons First National as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.