Simmons Bank’s Alcoa AA Stock Holding History

Simmons Bank’s Portfolio AA Stock Details AA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-8,073	Closed	-$197K	–	296
2016 Q3	$197K	Sell	8,073 -208	-3%	-$5.07K	0.02%	282
2016 Q2	$185K	Sell	8,281 -2,248	-21%	-$52.6K	0.02%	280
2016 Q1	$243K	Buy	+10,529	New	+$214K	0.03%	265

Other funds holding AA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return

FPA

First Pacific Advisors El Segundo, California $7.14B AUM 21.51% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

MNA

Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

WBC

Westpac Banking Corp Sydney, Australia $1.44B AUM 28.5% 1-Year Est. Return

OHCM

Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Simmons Bank's AA Position: Q4 2016 in Review

Simmons Bank sold out of Alcoa (AA) in Q4 2016, closing a stake of 8,073 shares — an estimated $197K sold.

Simmons Bank first reported a position in AA in Q1 2016 and held it in 3 quarters. The position peaked at $243K in Q1 2016. 384 funds tracked by Wall St. Rank hold AA as of Q4 2016.

Simmons Bank reported no remaining Alcoa position as of Q4 2016 after selling out during the quarter.
Simmons Bank sold 8,073 Alcoa shares in Q4 2016, an estimated $197K.
Simmons Bank first reported a position in Alcoa in Q1 2016 and held it in 3 quarters.
Simmons Bank's Alcoa position peaked at $243K in Q1 2016.
384 funds tracked by Wall St. Rank held Alcoa as of Q4 2016.

Based on Simmons Bank's 13F filing for Q4 2016, filed 8 Feb 2017.