SFT
RSP icon

Simmons First Trust’s Invesco S&P 500 Equal Weight ETF RSP Stock Holding History

Simmons First Trust’s Portfolio RSP Stock Details RSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-8,240
Closed -$606K – 289
2015
Q3 		$606K Buy
8,240
+2,015
+32% +$157K 0.15% 112
2015
Q2 		$497K Buy
6,225
+1,750
+39% +$143K 0.12% 120
2015
Q1 		$363K Sell
4,475
-2,050
-31% -$165K 0.09% 137
2014
Q4 		$522K Buy
+6,525
New +$507K 0.13% 121

Other funds holding RSP

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LIA
LBMC Investment Advisors Brentwood, Tennessee $1.64B AUM 15.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AFS
Aft Forsyth & Sober Valrico, Florida $328M AUM 25.24% 1-Year Est. Return

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

Simmons First Trust sold out of Invesco S&P 500 Equal Weight ETF (RSP) in Q4 2015, closing a stake of 8,240 shares — an estimated $606K sold.

Simmons First Trust first reported a position in RSP in Q4 2014 and held it in 4 quarters. The position peaked at $606K in Q3 2015. 340 funds tracked by Wall St. Rank hold RSP as of Q4 2015.

  • Simmons First Trust reported no remaining Invesco S&P 500 Equal Weight ETF position as of Q4 2015 after selling out during the quarter.
  • Simmons First Trust sold 8,240 Invesco S&P 500 Equal Weight ETF shares in Q4 2015, an estimated $606K.
  • Simmons First Trust first reported a position in Invesco S&P 500 Equal Weight ETF in Q4 2014 and held it in 4 quarters.
  • Simmons First Trust's Invesco S&P 500 Equal Weight ETF position peaked at $606K in Q3 2015.
  • 340 funds tracked by Wall St. Rank held Invesco S&P 500 Equal Weight ETF as of Q4 2015.

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