Kaizen Advisory’s First Horizon FHN Stock Holding History

Kaizen Advisory’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
2018 Q1	–	Sell	-58,560	Closed	-$1.17M	–	594
2017 Q4	$1.17M	Buy	+58,560	New	+$1.13M	0.7%	62

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's FHN Position: Q1 2018 in Review

Kaizen Advisory sold out of First Horizon (FHN) in Q1 2018, closing a stake of 58,560 shares — an estimated $1.17M sold.

Kaizen Advisory first reported a position in FHN in Q4 2017 and held it in 1 quarter. The position peaked at $1.17M in Q4 2017. 329 funds tracked by Wall St. Rank hold FHN as of Q1 2018.

Kaizen Advisory reported no remaining First Horizon position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 58,560 First Horizon shares in Q1 2018, an estimated $1.17M.
Kaizen Advisory first reported a position in First Horizon in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's First Horizon position peaked at $1.17M in Q4 2017.
329 funds tracked by Wall St. Rank held First Horizon as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.