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Simmons Bank’s FlexShares Ultra-Short Income Fund RAVI Stock Holding History

Simmons Bank’s Portfolio RAVI Stock Details RAVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,650
Closed -$200K – 311
2017
Q3 		$200K Hold
2,650
– – 0.02% 307
2017
Q2 		$200K Buy
+2,650
New +$200K 0.02% 286

Other funds holding RAVI

CB
CNB Bank Clearfield, Pennsylvania $238M AUM 26.55% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CAN
Claraphi Advisory Network Aliso Viejo, United States $251M AUM 9.29% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
LNB
Ledyard National Bank $1.25B AUM 23.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return

Simmons Bank's RAVI Position: Q4 2017 in Review

Simmons Bank sold out of FlexShares Ultra-Short Income Fund (RAVI) in Q4 2017, closing a stake of 2,650 shares — an estimated $200K sold.

Simmons Bank first reported a position in RAVI in Q2 2017 and held it in 2 quarters. The position peaked at $200K in Q3 2017. 20 funds tracked by Wall St. Rank hold RAVI as of Q4 2017.

  • Simmons Bank reported no remaining FlexShares Ultra-Short Income Fund position as of Q4 2017 after selling out during the quarter.
  • Simmons Bank sold 2,650 FlexShares Ultra-Short Income Fund shares in Q4 2017, an estimated $200K.
  • Simmons Bank first reported a position in FlexShares Ultra-Short Income Fund in Q2 2017 and held it in 2 quarters.
  • Simmons Bank's FlexShares Ultra-Short Income Fund position peaked at $200K in Q3 2017.
  • 20 funds tracked by Wall St. Rank held FlexShares Ultra-Short Income Fund as of Q4 2017.

Based on Simmons Bank's 13F filing for Q4 2017, filed 13 Feb 2018.