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Kiwi Wealth Investments Limited Partnership’s First Horizon FHN Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
Q3 		– Sell
-484,484
Closed -$8.64M – 185
2018
Q2 		$8.64M Buy
484,484
+98,656
+26% +$1.86M 0.82% 37
2018
Q1 		$7.26M Buy
+385,828
New +$7.6M 0.72% 42

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's FHN Position: Q3 2018 in Review

Kiwi Wealth Investments Limited Partnership sold out of First Horizon (FHN) in Q3 2018, closing a stake of 484,484 shares — an estimated $8.64M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in FHN in Q1 2018 and held it in 2 quarters. The position peaked at $8.64M in Q2 2018. 327 funds tracked by Wall St. Rank hold FHN as of Q3 2018.

  • Kiwi Wealth Investments Limited Partnership reported no remaining First Horizon position as of Q3 2018 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 484,484 First Horizon shares in Q3 2018, an estimated $8.64M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in First Horizon in Q1 2018 and held it in 2 quarters.
  • Kiwi Wealth Investments Limited Partnership's First Horizon position peaked at $8.64M in Q2 2018.
  • 327 funds tracked by Wall St. Rank held First Horizon as of Q3 2018.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2018, filed 15 Nov 2018.