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Beese Fulmer Investment Management’s First Horizon FHN Stock Holding History

Beese Fulmer Investment Management’s Portfolio FHN Stock Details FHN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-15,102
Closed -$302K – 187
2017
Q4 		$302K Buy
+15,102
New +$291K 0.06% 140

Other funds holding FHN

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Beese Fulmer Investment Management's FHN Position: Q1 2018 in Review

Beese Fulmer Investment Management sold out of First Horizon (FHN) in Q1 2018, closing a stake of 15,102 shares — an estimated $302K sold.

Beese Fulmer Investment Management first reported a position in FHN in Q4 2017 and held it in 1 quarter. The position peaked at $302K in Q4 2017. 329 funds tracked by Wall St. Rank hold FHN as of Q1 2018.

  • Beese Fulmer Investment Management reported no remaining First Horizon position as of Q1 2018 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 15,102 First Horizon shares in Q1 2018, an estimated $302K.
  • Beese Fulmer Investment Management first reported a position in First Horizon in Q4 2017 and held it in 1 quarter.
  • Beese Fulmer Investment Management's First Horizon position peaked at $302K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held First Horizon as of Q1 2018.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2018, filed 16 Apr 2018.