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Simmons First Trust’s IBM IBM Stock Holding History

Simmons First Trust’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$902K Buy
+6,850
New +$920K 0.1% 157
2015
Q1 		– Sell
-2,501
Closed -$384K – 176
2014
Q4 		$384K Buy
+2,501
New +$398K 0.1% 130

Other funds holding IBM

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Simmons First Trust's IBM Position: Q4 2015 in Review

Simmons First Trust opened a new position in IBM (IBM) in Q4 2015: 6,850 shares worth $902K. The stake represents 0.1% of the portfolio and ranks #157 among its holdings. This is a return to the name: Simmons First Trust previously reported a position in IBM as recently as Q4 2014.

Simmons First Trust first reported a position in IBM in Q4 2014 and has held it in 2 quarters since. 1,735 funds tracked by Wall St. Rank hold IBM as of Q4 2015.

  • Simmons First Trust held 6,850 shares of IBM worth $902K as of Q4 2015.
  • IBM was a new Simmons First Trust position in Q4 2015.
  • IBM made up 0.1% of Simmons First Trust's portfolio in Q4 2015, its #157 holding.
  • Simmons First Trust first reported a position in IBM in Q4 2014 and has held it in 2 quarters since.
  • 1,735 funds tracked by Wall St. Rank held IBM as of Q4 2015.

Based on Simmons First Trust's 13F filing for Q4 2015, filed 1 Feb 2016.