Simmons First Trust’s Wells Fargo WFC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	$4.03M	Buy	74,047 +37,463	+102%	+$2.03M	0.46%	42
2015 Q3	$1.88M	Buy	36,584 +1,502	+4%	+$82.6K	0.47%	49
2015 Q2	$1.97M	Sell	35,082 -499	-1%	-$27.8K	0.48%	53
2015 Q1	$1.94M	Buy	35,581 +2,074	+6%	+$112K	0.48%	56
2014 Q4	$1.84M	Buy	33,507 +26,931	+410%	+$1.43M	0.46%	57
2014 Q3	$341K	Buy	6,576 +506	+8%	+$26K	0.11%	102
2014 Q2	$319K	Buy	+6,070	New	+$305K	0.1%	109

Other funds holding WFC

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Simmons First Trust increased its Wells Fargo (WFC) stake by 102% in Q4 2015, buying an estimated $2.03M and bringing the position to 74,047 shares worth $4.03M. The position accounts for 0.46% of the portfolio, ranked #42.

Simmons First Trust first reported a position in WFC in Q2 2014 and has held it in 7 quarters since. 1,898 funds tracked by Wall St. Rank hold WFC as of Q4 2015.

Simmons First Trust held 74,047 shares of Wells Fargo worth $4.03M as of Q4 2015.
Simmons First Trust bought 37,463 Wells Fargo shares in Q4 2015, an estimated $2.03M.
Wells Fargo made up 0.46% of Simmons First Trust's portfolio in Q4 2015, its #42 holding.
Simmons First Trust first reported a position in Wells Fargo in Q2 2014 and has held it in 7 quarters since.
1,898 funds tracked by Wall St. Rank held Wells Fargo as of Q4 2015.

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