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Lenox Wealth Advisors’s First Horizon FHN Stock Holding History

Lenox Wealth Advisors’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
2016
Q1 		– Sell
-72
Closed -$1K – 308
2015
Q4 		$1K Buy
+72
New +$1.04K ﹤0.01% 394
2014
Q1 		– Sell
-155
Closed -$2K – 244
2013
Q4 		$2K Buy
+155
New +$1.73K ﹤0.01% 302

Other funds holding FHN

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Lenox Wealth Advisors's FHN Position: Q1 2016 in Review

Lenox Wealth Advisors sold out of First Horizon (FHN) in Q1 2016, closing a stake of 72 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in FHN in Q4 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2013. 232 funds tracked by Wall St. Rank hold FHN as of Q1 2016.

  • Lenox Wealth Advisors reported no remaining First Horizon position as of Q1 2016 after selling out during the quarter.
  • Lenox Wealth Advisors sold 72 First Horizon shares in Q1 2016, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in First Horizon in Q4 2013 and held it in 2 quarters.
  • Lenox Wealth Advisors's First Horizon position peaked at $2K in Q4 2013.
  • 232 funds tracked by Wall St. Rank held First Horizon as of Q1 2016.

Based on Lenox Wealth Advisors's 13F filing for Q1 2016, filed 11 Apr 2016.