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

Lathrop 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
2018
Q3 		– Sell
-8,178
Closed -$245K – 66
2018
Q2 		$245K Buy
8,178
+2
+0% +$61 0.07% 56
2018
Q1 		$233K Sell
8,176
-3,000
-27% -$87.8K 0.07% 54
2017
Q4 		$319K Buy
11,176
+2
+0% +$57 0.09% 52
2017
Q3 		$323K Sell
11,174
-2,998
-21% -$79.9K 0.09% 50
2017
Q2 		$375K Buy
+14,172
New +$374K 0.11% 44

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
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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 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

Lathrop Investment Management's SFNC Position: Q3 2018 in Review

Lathrop Investment Management sold out of Simmons First National (SFNC) in Q3 2018, closing a stake of 8,178 shares — an estimated $245K sold.

Lathrop Investment Management first reported a position in SFNC in Q2 2017 and held it in 5 quarters. The position peaked at $375K in Q2 2017. 193 funds tracked by Wall St. Rank hold SFNC as of Q3 2018.

  • Lathrop Investment Management reported no remaining Simmons First National position as of Q3 2018 after selling out during the quarter.
  • Lathrop Investment Management sold 8,178 Simmons First National shares in Q3 2018, an estimated $245K.
  • Lathrop Investment Management first reported a position in Simmons First National in Q2 2017 and held it in 5 quarters.
  • Lathrop Investment Management's Simmons First National position peaked at $375K in Q2 2017.
  • 193 funds tracked by Wall St. Rank held Simmons First National as of Q3 2018.

Based on Lathrop Investment Management's 13F filing for Q3 2018, filed 29 Oct 2018.