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Boston Advisors’s First Horizon FHN Stock Holding History

Boston Advisors’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
2019
Q3 		$1.76M Buy
+108,828
New +$1.72M 0.09% 275
2018
Q2 		– Sell
-294,993
Closed -$5.55M – 654
2018
Q1 		$5.55M Sell
294,993
-6,327
-2% -$125K 0.14% 154
2017
Q4 		$6.02M Buy
+301,320
New +$5.8M 0.13% 184

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Boston Advisors's FHN Position: Q3 2019 in Review

Boston Advisors opened a new position in First Horizon (FHN) in Q3 2019: 108,828 shares worth $1.76M. The stake represents 0.09% of the portfolio and ranks #275 among its holdings. This is a return to the name: Boston Advisors previously reported a position in FHN as recently as Q1 2018.

Boston Advisors first reported a position in FHN in Q4 2017 and has held it in 3 quarters since. The position peaked at $6.02M in Q4 2017. 372 funds tracked by Wall St. Rank hold FHN as of Q3 2019.

  • Boston Advisors held 108,828 shares of First Horizon worth $1.76M as of Q3 2019.
  • First Horizon was a new Boston Advisors position in Q3 2019.
  • First Horizon made up 0.09% of Boston Advisors's portfolio in Q3 2019, its #275 holding.
  • Boston Advisors first reported a position in First Horizon in Q4 2017 and has held it in 3 quarters since.
  • Boston Advisors's First Horizon position peaked at $6.02M in Q4 2017.
  • 372 funds tracked by Wall St. Rank held First Horizon as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.