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Summit Trail Advisors’s Simmons First National SFNC Stock Holding History

Summit Trail Advisors’s Portfolio SFNC Stock Details SFNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-46
Closed -$1K – 1440
2017
Q4 		$1K Buy
+46
New +$1.32K ﹤0.01% 1858

Other funds holding SFNC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Summit Trail Advisors's SFNC Position: Q1 2018 in Review

Summit Trail Advisors sold out of Simmons First National (SFNC) in Q1 2018, closing a stake of 46 shares — an estimated $1K sold.

Summit Trail Advisors first reported a position in SFNC in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 183 funds tracked by Wall St. Rank hold SFNC as of Q1 2018.

  • Summit Trail Advisors reported no remaining Simmons First National position as of Q1 2018 after selling out during the quarter.
  • Summit Trail Advisors sold 46 Simmons First National shares in Q1 2018, an estimated $1K.
  • Summit Trail Advisors first reported a position in Simmons First National in Q4 2017 and held it in 1 quarter.
  • Summit Trail Advisors's Simmons First National position peaked at $1K in Q4 2017.
  • 183 funds tracked by Wall St. Rank held Simmons First National as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.