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Bellwether Investment Group’s First Horizon FHN Stock Holding History

Bellwether Investment Group’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
2017
Q4 		$227K Buy
+11,372
New +$219K 0.91% 56
2017
Q1 		– Sell
-28,000
Closed -$560K – 830
2016
Q4 		$560K Buy
+28,000
New +$493K 0.5% 41
2016
Q2 		$386K Buy
+28,000
New +$388K 0.42% 67

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Bellwether Investment Group's FHN Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in First Horizon (FHN) in Q4 2017: 11,372 shares worth $227K. The stake represents 0.91% of the portfolio and ranks #56 among its holdings. This is a return to the name: Bellwether Investment Group previously reported a position in FHN as recently as Q4 2016.

Bellwether Investment Group first reported a position in FHN in Q2 2016 and has held it in 3 quarters since. The position peaked at $560K in Q4 2016. 320 funds tracked by Wall St. Rank hold FHN as of Q4 2017.

  • Bellwether Investment Group held 11,372 shares of First Horizon worth $227K as of Q4 2017.
  • First Horizon was a new Bellwether Investment Group position in Q4 2017.
  • First Horizon made up 0.91% of Bellwether Investment Group's portfolio in Q4 2017, its #56 holding.
  • Bellwether Investment Group first reported a position in First Horizon in Q2 2016 and has held it in 3 quarters since.
  • Bellwether Investment Group's First Horizon position peaked at $560K in Q4 2016.
  • 320 funds tracked by Wall St. Rank held First Horizon as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.