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Kelman-Lazarov Inc’s First Horizon FHN Stock Holding History

Kelman-Lazarov Inc’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
-2,194
Closed -$43.9K – 150
2016
Q4 		$43.9K Sell
2,194
-2,244
-51% -$39.5K 0.02% 177
2016
Q3 		$68K Hold
4,438
– – 0.04% 164
2016
Q2 		$60.4K Sell
4,438
-3
-0.1% -$42 0.03% 165
2016
Q1 		$58K Buy
+4,441
New +$56.6K 0.03% 175

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Kelman-Lazarov Inc's FHN Position: Q1 2017 in Review

Kelman-Lazarov Inc sold out of First Horizon (FHN) in Q1 2017, closing a stake of 2,194 shares — an estimated $43.9K sold.

Kelman-Lazarov Inc first reported a position in FHN in Q1 2016 and held it in 4 quarters. The position peaked at $68K in Q3 2016. 273 funds tracked by Wall St. Rank hold FHN as of Q1 2017.

  • Kelman-Lazarov Inc reported no remaining First Horizon position as of Q1 2017 after selling out during the quarter.
  • Kelman-Lazarov Inc sold 2,194 First Horizon shares in Q1 2017, an estimated $43.9K.
  • Kelman-Lazarov Inc first reported a position in First Horizon in Q1 2016 and held it in 4 quarters.
  • Kelman-Lazarov Inc's First Horizon position peaked at $68K in Q3 2016.
  • 273 funds tracked by Wall St. Rank held First Horizon as of Q1 2017.

Based on Kelman-Lazarov Inc's 13F filing for Q1 2017, filed 25 Apr 2017.