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Gupta Wealth Management’s First Horizon FHN Stock Holding History

Gupta Wealth 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
2016
Q1 		– Sell
-1,076
Closed -$16K – 1192
2015
Q4 		$16K Buy
+1,076
New +$15.6K ﹤0.01% 731

Other funds holding FHN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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 $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Gupta Wealth Management's FHN Position: Q1 2016 in Review

Gupta Wealth Management sold out of First Horizon (FHN) in Q1 2016, closing a stake of 1,076 shares — an estimated $16K sold.

Gupta Wealth Management first reported a position in FHN in Q4 2015 and held it in 1 quarter. The position peaked at $16K in Q4 2015. 232 funds tracked by Wall St. Rank hold FHN as of Q1 2016.

  • Gupta Wealth Management reported no remaining First Horizon position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 1,076 First Horizon shares in Q1 2016, an estimated $16K.
  • Gupta Wealth Management first reported a position in First Horizon in Q4 2015 and held it in 1 quarter.
  • Gupta Wealth Management's First Horizon position peaked at $16K in Q4 2015.
  • 232 funds tracked by Wall St. Rank held First Horizon as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.