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Simmons First Trust’s iShares Core S&P 500 ETF IVV Stock Holding History

Simmons First Trust’s Portfolio IVV Stock Details IVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		$2.54M Buy
+12,386
New +$2.56M 0.29% 69
2015
Q2 		– Sell
-986
Closed -$205K – 173
2015
Q1 		$205K Buy
+986
New +$205K 0.05% 160

Other funds holding IVV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BOI
Bank of Italy Rome, Italy $2.21B AUM 9.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
NB
Norinchukin Bank Tokyo, Japan $8.57B AUM 20.17% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

Simmons First Trust opened a new position in iShares Core S&P 500 ETF (IVV) in Q4 2015: 12,386 shares worth $2.54M. The stake represents 0.29% of the portfolio and ranks #69 among its holdings. This is a return to the name: Simmons First Trust previously reported a position in IVV as recently as Q1 2015.

Simmons First Trust first reported a position in IVV in Q1 2015 and has held it in 2 quarters since. 904 funds tracked by Wall St. Rank hold IVV as of Q4 2015.

  • Simmons First Trust held 12,386 shares of iShares Core S&P 500 ETF worth $2.54M as of Q4 2015.
  • iShares Core S&P 500 ETF was a new Simmons First Trust position in Q4 2015.
  • iShares Core S&P 500 ETF made up 0.29% of Simmons First Trust's portfolio in Q4 2015, its #69 holding.
  • Simmons First Trust first reported a position in iShares Core S&P 500 ETF in Q1 2015 and has held it in 2 quarters since.
  • 904 funds tracked by Wall St. Rank held iShares Core S&P 500 ETF as of Q4 2015.

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