Neuburgh Advisers’s First Horizon FHN Stock Holding History

Neuburgh Advisers’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
2019 Q3	$560K	Hold	34,560	–	–	0.02%	434
2019 Q2	$516K	Buy	34,560 +128	+0.4%	+$1.85K	0.02%	450
2019 Q1	$481K	Hold	34,432	–	–	0.02%	458
2018 Q4	$453K	Hold	34,432	–	–	0.02%	434
2018 Q3	$594K	Buy	34,432 +10,592	+44%	+$191K	0.02%	414
2018 Q2	$425K	Hold	23,840	–	–	0.01%	470
2018 Q1	$449K	Buy	23,840 +7,344	+45%	+$145K	0.02%	435
2017 Q4	$330K	Buy	16,496 +3,760	+30%	+$72.4K	0.01%	528
2017 Q3	$244K	Buy	12,736 +704	+6%	+$12.3K	0.01%	557
2017 Q2	$210K	Buy	12,032 +4,640	+63%	+$82.5K	0.01%	563
2017 Q1	$137K	Buy	7,392 +1,024	+16%	+$20.1K	0.01%	562
2016 Q4	$127K	Buy	+6,368	New	+$112K	0.01%	544

Other funds holding FHN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Neuburgh Advisers's FHN Position: Q3 2019 in Review

Neuburgh Advisers held its First Horizon (FHN) position steady in Q3 2019 at 34,560 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #434.

Neuburgh Advisers first reported a position in FHN in Q4 2016 and has held it in 12 quarters since. The position peaked at $594K in Q3 2018. 372 funds tracked by Wall St. Rank hold FHN as of Q3 2019.

Neuburgh Advisers held 34,560 shares of First Horizon worth $560K as of Q3 2019.
Neuburgh Advisers left its First Horizon share count unchanged in Q3 2019.
First Horizon made up 0.02% of Neuburgh Advisers's portfolio in Q3 2019, its #434 holding.
Neuburgh Advisers first reported a position in First Horizon in Q4 2016 and has held it in 12 quarters since.
Neuburgh Advisers's First Horizon position peaked at $594K in Q3 2018.
372 funds tracked by Wall St. Rank held First Horizon as of Q3 2019.

Based on Neuburgh Advisers's 13F filing for Q3 2019, filed 14 Nov 2019.