RFS
FHN icon

Rockefeller Financial Services’s First Horizon FHN Stock Holding History

Rockefeller Financial Services’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
2014
Q3 		– Sell
-1,223
Closed -$15K – 521
2014
Q2 		$15K Buy
+1,223
New +$14.3K ﹤0.01% 495

Other funds holding FHN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Rockefeller Financial Services's FHN Position: Q3 2014 in Review

Rockefeller Financial Services sold out of First Horizon (FHN) in Q3 2014, closing a stake of 1,223 shares — an estimated $15K sold.

Rockefeller Financial Services first reported a position in FHN in Q2 2014 and held it in 1 quarter. The position peaked at $15K in Q2 2014. 224 funds tracked by Wall St. Rank hold FHN as of Q3 2014.

  • Rockefeller Financial Services reported no remaining First Horizon position as of Q3 2014 after selling out during the quarter.
  • Rockefeller Financial Services sold 1,223 First Horizon shares in Q3 2014, an estimated $15K.
  • Rockefeller Financial Services first reported a position in First Horizon in Q2 2014 and held it in 1 quarter.
  • Rockefeller Financial Services's First Horizon position peaked at $15K in Q2 2014.
  • 224 funds tracked by Wall St. Rank held First Horizon as of Q3 2014.

Based on Rockefeller Financial Services's 13F filing for Q3 2014, filed 5 Nov 2014.