Klingman & Associates’s First Horizon FHN Stock Holding History

Klingman & Associates’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 Q2	–	Sell	-53,882	Closed	-$997K	–	97
2017 Q1	$997K	Buy	+53,882	New	+$1.06M	0.28%	36

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Klingman & Associates's FHN Position: Q2 2017 in Review

Klingman & Associates sold out of First Horizon (FHN) in Q2 2017, closing a stake of 53,882 shares — an estimated $997K sold.

Klingman & Associates first reported a position in FHN in Q1 2017 and held it in 1 quarter. The position peaked at $997K in Q1 2017. 263 funds tracked by Wall St. Rank hold FHN as of Q2 2017.

Klingman & Associates reported no remaining First Horizon position as of Q2 2017 after selling out during the quarter.
Klingman & Associates sold 53,882 First Horizon shares in Q2 2017, an estimated $997K.
Klingman & Associates first reported a position in First Horizon in Q1 2017 and held it in 1 quarter.
Klingman & Associates's First Horizon position peaked at $997K in Q1 2017.
263 funds tracked by Wall St. Rank held First Horizon as of Q2 2017.

Based on Klingman & Associates's 13F filing for Q2 2017, filed 21 Jul 2017.