Loring Wolcott & Coolidge Fiduciary Advisors’s First Horizon FHN Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2020 Q1	–	Sell	-124	Closed	-$2K	–	670
2019 Q4	$2K	Hold	124	–	–	﹤0.01%	646
2019 Q3	$2K	Hold	124	–	–	﹤0.01%	639
2019 Q2	$2K	Hold	124	–	–	﹤0.01%	659
2019 Q1	$2K	Hold	124	–	–	﹤0.01%	640
2018 Q4	$2K	Hold	124	–	–	﹤0.01%	630
2018 Q3	$2K	Hold	124	–	–	﹤0.01%	602
2018 Q2	$2K	Hold	124	–	–	﹤0.01%	613
2018 Q1	$2K	Hold	124	–	–	﹤0.01%	658
2017 Q4	$2K	Hold	124	–	–	﹤0.01%	646
2017 Q3	$2K	Buy	+124	New	+$2.17K	﹤0.01%	644

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FHN Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of First Horizon (FHN) in Q1 2020, closing a stake of 124 shares — an estimated $2K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FHN in Q3 2017 and held it in 10 quarters. The position peaked at $2K in Q4 2019. 381 funds tracked by Wall St. Rank hold FHN as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining First Horizon position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 124 First Horizon shares in Q1 2020, an estimated $2K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in First Horizon in Q3 2017 and held it in 10 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's First Horizon position peaked at $2K in Q4 2019.
381 funds tracked by Wall St. Rank held First Horizon as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.