RIA
FHN icon

Regal Investment Advisors’s First Horizon FHN Stock Holding History

Regal Investment 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
2013
Q4 		– Sell
-430
Closed -$5K – 867
2013
Q3 		$5K Sell
430
-490
-53% -$5.78K ﹤0.01% 703
2013
Q2 		$10K Buy
+920
New +$9.95K 0.01% 581

Other funds holding FHN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Regal Investment Advisors's FHN Position: Q4 2013 in Review

Regal Investment Advisors sold out of First Horizon (FHN) in Q4 2013, closing a stake of 430 shares — an estimated $5K sold.

Regal Investment Advisors first reported a position in FHN in Q2 2013 and held it in 2 quarters. The position peaked at $10K in Q2 2013. 230 funds tracked by Wall St. Rank hold FHN as of Q4 2013.

  • Regal Investment Advisors reported no remaining First Horizon position as of Q4 2013 after selling out during the quarter.
  • Regal Investment Advisors sold 430 First Horizon shares in Q4 2013, an estimated $5K.
  • Regal Investment Advisors first reported a position in First Horizon in Q2 2013 and held it in 2 quarters.
  • Regal Investment Advisors's First Horizon position peaked at $10K in Q2 2013.
  • 230 funds tracked by Wall St. Rank held First Horizon as of Q4 2013.

Based on Regal Investment Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.