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Waddell & Reed Financial’s Simmons First National SFNC Stock Holding History

Waddell & Reed Financial’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
2016
Q1 		– Sell
-109,200
Closed -$2.8M – 628
2015
Q4 		$2.8M Buy
+109,200
New +$2.87M ﹤0.01% 560

Other funds holding SFNC

SB
Simmons Bank Pine Bluff, Arkansas $1.49B AUM 23.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Waddell & Reed Financial's SFNC Position: Q1 2016 in Review

Waddell & Reed Financial sold out of Simmons First National (SFNC) in Q1 2016, closing a stake of 109,200 shares — an estimated $2.8M sold.

Waddell & Reed Financial first reported a position in SFNC in Q4 2015 and held it in 1 quarter. The position peaked at $2.8M in Q4 2015. 136 funds tracked by Wall St. Rank hold SFNC as of Q1 2016.

  • Waddell & Reed Financial reported no remaining Simmons First National position as of Q1 2016 after selling out during the quarter.
  • Waddell & Reed Financial sold 109,200 Simmons First National shares in Q1 2016, an estimated $2.8M.
  • Waddell & Reed Financial first reported a position in Simmons First National in Q4 2015 and held it in 1 quarter.
  • Waddell & Reed Financial's Simmons First National position peaked at $2.8M in Q4 2015.
  • 136 funds tracked by Wall St. Rank held Simmons First National as of Q1 2016.

Based on Waddell & Reed Financial's 13F filing for Q1 2016, filed 13 May 2016.