Mesirow Financial Investment Management - Fixed Income’s Simmons First National SFNC Stock Holding History

Mesirow Financial Investment Management - Fixed Income’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
2020 Q1	–	Sell	-195,237	Closed	-$5.23M	–	140
2019 Q4	$5.23M	Sell	195,237 -3,830	-2%	-$96.7K	0.81%	75
2019 Q3	$4.96M	Buy	+199,067	New	+$4.87M	0.82%	73
2019 Q1	–	Sell	-383,062	Closed	-$9.24M	–	128
2018 Q4	$9.24M	Sell	383,062 -21,200	-5%	-$570K	1.24%	38
2018 Q3	$11.9M	Sell	404,262 -115,285	-22%	-$3.55M	1.08%	53
2018 Q2	$15.5M	Buy	519,547 +10,205	+2%	+$311K	1.43%	16
2018 Q1	$14.5M	Sell	509,342 -153,980	-23%	-$4.51M	1.42%	21
2017 Q4	$18.9M	Sell	663,322 -77,728	-10%	-$2.23M	1.34%	27
2017 Q3	$21.5M	Buy	+741,050	New	+$19.8M	1.41%	18
2015 Q1	–	Sell	-18,064	Closed	-$367K	–	176
2014 Q4	$367K	Hold	18,064	–	–	0.09%	151
2014 Q3	$348K	Hold	18,064	–	–	0.09%	150
2014 Q2	$356K	Hold	18,064	–	–	0.09%	159
2014 Q1	$337K	Sell	18,064 -810	-4%	-$14.6K	0.08%	156
2013 Q4	$351K	Buy	+18,874	New	+$319K	0.09%	163

Other funds holding SFNC

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

Simmons Bank Pine Bluff, Arkansas $1.75B AUM 33.61% 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 $3.37T AUM 44.26% 1-Year Est. Return

Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 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 $609B AUM 40.19% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Mesirow Financial Investment Management - Fixed Income's SFNC Position: Q1 2020 in Review

Mesirow Financial Investment Management - Fixed Income sold out of Simmons First National (SFNC) in Q1 2020, closing a stake of 195,237 shares — an estimated $5.23M sold.

Mesirow Financial Investment Management - Fixed Income first reported a position in SFNC in Q4 2013 and held it in 13 quarters. The position peaked at $21.5M in Q3 2017. 185 funds tracked by Wall St. Rank hold SFNC as of Q1 2020.

Mesirow Financial Investment Management - Fixed Income reported no remaining Simmons First National position as of Q1 2020 after selling out during the quarter.
Mesirow Financial Investment Management - Fixed Income sold 195,237 Simmons First National shares in Q1 2020, an estimated $5.23M.
Mesirow Financial Investment Management - Fixed Income first reported a position in Simmons First National in Q4 2013 and held it in 13 quarters.
Mesirow Financial Investment Management - Fixed Income's Simmons First National position peaked at $21.5M in Q3 2017.
185 funds tracked by Wall St. Rank held Simmons First National as of Q1 2020.

Based on Mesirow Financial Investment Management - Fixed Income's 13F filing for Q1 2020, filed 28 Apr 2020.