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SWS Partners’s First Horizon FHN Stock Holding History

SWS Partners’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 		$165K Sell
10,078
-1,094
-10% -$17.3K 0.1% 114
2019
Q2 		$179K Buy
+11,172
New +$162K 0.11% 117

Other funds holding FHN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

SWS Partners's FHN Position: Q3 2019 in Review

SWS Partners reduced its First Horizon (FHN) stake by 9.8% in Q3 2019, selling an estimated $17.3K and leaving 10,078 shares worth $165K. The position accounts for 0.1% of the portfolio, ranked #114.

SWS Partners first reported a position in FHN in Q2 2019 and has held it in 2 quarters since. The position peaked at $179K in Q2 2019. 372 funds tracked by Wall St. Rank hold FHN as of Q3 2019.

  • SWS Partners held 10,078 shares of First Horizon worth $165K as of Q3 2019.
  • SWS Partners sold 1,094 First Horizon shares in Q3 2019, an estimated $17.3K.
  • First Horizon made up 0.1% of SWS Partners's portfolio in Q3 2019, its #114 holding.
  • SWS Partners first reported a position in First Horizon in Q2 2019 and has held it in 2 quarters since.
  • SWS Partners's First Horizon position peaked at $179K in Q2 2019.
  • 372 funds tracked by Wall St. Rank held First Horizon as of Q3 2019.

Based on SWS Partners's 13F filing for Q3 2019, filed 15 Nov 2019.