HIM
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Hillsdale Investment Management’s First Horizon FHN Stock Holding History

Hillsdale 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
2020
Q2 		– Sell
-3,500
Closed -$28K – 607
2020
Q1 		$28K Sell
3,500
-30,300
-90% -$420K ﹤0.01% 460
2019
Q4 		$560K Sell
33,800
-1,000
-3% -$16.2K 0.05% 319
2019
Q3 		$564K Buy
+34,800
New +$550K 0.05% 309

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
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
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
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hillsdale Investment Management's FHN Position: Q2 2020 in Review

Hillsdale Investment Management sold out of First Horizon (FHN) in Q2 2020, closing a stake of 3,500 shares — an estimated $28K sold.

Hillsdale Investment Management first reported a position in FHN in Q3 2019 and held it in 3 quarters. The position peaked at $564K in Q3 2019. 377 funds tracked by Wall St. Rank hold FHN as of Q2 2020.

  • Hillsdale Investment Management reported no remaining First Horizon position as of Q2 2020 after selling out during the quarter.
  • Hillsdale Investment Management sold 3,500 First Horizon shares in Q2 2020, an estimated $28K.
  • Hillsdale Investment Management first reported a position in First Horizon in Q3 2019 and held it in 3 quarters.
  • Hillsdale Investment Management's First Horizon position peaked at $564K in Q3 2019.
  • 377 funds tracked by Wall St. Rank held First Horizon as of Q2 2020.

Based on Hillsdale Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.