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Independent Portfolio Consultants’s First Horizon FHN Stock Holding History

Independent Portfolio Consultants’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
Q1 		– Sell
-65
Closed -$1K – 841
2016
Q4 		$1K Sell
65
-690
-91% -$12.1K ﹤0.01% 768
2016
Q3 		$11K Buy
+755
New +$11.2K ﹤0.01% 664
2015
Q2 		– Sell
-35
Closed -$1K – 923
2015
Q1 		$1K Buy
+35
New +$482 ﹤0.01% 927

Other funds holding FHN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Independent Portfolio Consultants's FHN Position: Q1 2017 in Review

Independent Portfolio Consultants sold out of First Horizon (FHN) in Q1 2017, closing a stake of 65 shares — an estimated $1K sold.

Independent Portfolio Consultants first reported a position in FHN in Q1 2015 and held it in 3 quarters. The position peaked at $11K in Q3 2016. 273 funds tracked by Wall St. Rank hold FHN as of Q1 2017.

  • Independent Portfolio Consultants reported no remaining First Horizon position as of Q1 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 65 First Horizon shares in Q1 2017, an estimated $1K.
  • Independent Portfolio Consultants first reported a position in First Horizon in Q1 2015 and held it in 3 quarters.
  • Independent Portfolio Consultants's First Horizon position peaked at $11K in Q3 2016.
  • 273 funds tracked by Wall St. Rank held First Horizon as of Q1 2017.

Based on Independent Portfolio Consultants's 13F filing for Q1 2017, filed 25 Apr 2017.