Simmons First Trust’s Simon Property Group SPG Stock Holding History

Simmons First Trust’s Portfolio SPG Stock Details SPG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$359K	Buy	1,844 +467	+34%	+$90.5K	0.04%	225
2015 Q3	$253K	Sell	1,377 -50	-4%	-$9.17K	0.06%	149
2015 Q2	$247K	Sell	1,427 -2,584	-64%	-$475K	0.06%	157
2015 Q1	$785K	Buy	4,011 +569	+17%	+$110K	0.19%	99
2014 Q4	$627K	Buy	3,442 +1,629	+90%	+$289K	0.16%	110
2014 Q3	$298K	Buy	1,813 +6	+0.3%	+$1.01K	0.1%	107
2014 Q2	$300K	Buy	+1,807	New	+$295K	0.09%	116

Other funds holding SPG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Simmons First Trust increased its Simon Property Group (SPG) stake by 34% in Q4 2015, buying an estimated $90.5K and bringing the position to 1,844 shares worth $359K. The position accounts for 0.04% of the portfolio, ranked #225.

Simmons First Trust first reported a position in SPG in Q2 2014 and has held it in 7 quarters since. The position peaked at $785K in Q1 2015. 673 funds tracked by Wall St. Rank hold SPG as of Q4 2015.

Simmons First Trust held 1,844 shares of Simon Property Group worth $359K as of Q4 2015.
Simmons First Trust bought 467 Simon Property Group shares in Q4 2015, an estimated $90.5K.
Simon Property Group made up 0.04% of Simmons First Trust's portfolio in Q4 2015, its #225 holding.
Simmons First Trust first reported a position in Simon Property Group in Q2 2014 and has held it in 7 quarters since.
Simmons First Trust's Simon Property Group position peaked at $785K in Q1 2015.
673 funds tracked by Wall St. Rank held Simon Property Group as of Q4 2015.

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