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Simmons Bank’s First Trust Alerian Disruptive Technology Real Estate ETF DTRE Stock Holding History

Simmons Bank’s Portfolio DTRE Stock Details DTRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-35,375
Closed -$1.54M – 295
2017
Q1 		$1.54M Buy
+35,375
New +$1.53M 0.17% 110

Other funds holding DTRE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
PFA
Pinnacle Family Advisors Springfield, Missouri $213M AUM 24.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Simmons Bank's DTRE Position: Q2 2017 in Review

Simmons Bank sold out of First Trust Alerian Disruptive Technology Real Estate ETF (DTRE) in Q2 2017, closing a stake of 35,375 shares — an estimated $1.54M sold.

Simmons Bank first reported a position in DTRE in Q1 2017 and held it in 1 quarter. The position peaked at $1.54M in Q1 2017. 33 funds tracked by Wall St. Rank hold DTRE as of Q2 2017.

  • Simmons Bank reported no remaining First Trust Alerian Disruptive Technology Real Estate ETF position as of Q2 2017 after selling out during the quarter.
  • Simmons Bank sold 35,375 First Trust Alerian Disruptive Technology Real Estate ETF shares in Q2 2017, an estimated $1.54M.
  • Simmons Bank first reported a position in First Trust Alerian Disruptive Technology Real Estate ETF in Q1 2017 and held it in 1 quarter.
  • Simmons Bank's First Trust Alerian Disruptive Technology Real Estate ETF position peaked at $1.54M in Q1 2017.
  • 33 funds tracked by Wall St. Rank held First Trust Alerian Disruptive Technology Real Estate ETF as of Q2 2017.

Based on Simmons Bank's 13F filing for Q2 2017, filed 15 Aug 2017.