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UBS’s First Horizon FHN Stock Holding History

UBS’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 		$277K Buy
22,497
+5,195
+30% +$62.4K ﹤0.01% 4848
2014
Q2 		$205K Sell
17,302
-14,802
-46% -$173K ﹤0.01% 5125
2014
Q1 		$396K Sell
32,104
-1,731
-5% -$20.6K ﹤0.01% 4493
2013
Q4 		$394K Buy
33,835
+6,669
+25% +$74.6K ﹤0.01% 4578
2013
Q3 		$298K Sell
27,166
-16,187
-37% -$191K ﹤0.01% 4704
2013
Q2 		$486K Buy
+43,353
New +$469K ﹤0.01% 4132

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

UBS's FHN Position: Q3 2014 in Review

UBS increased its First Horizon (FHN) stake by 30% in Q3 2014, buying an estimated $62.4K and bringing the position to 22,497 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #4848.

UBS first reported a position in FHN in Q2 2013 and has held it in 6 quarters since. The position peaked at $486K in Q2 2013. 224 funds tracked by Wall St. Rank hold FHN as of Q3 2014.

  • UBS held 22,497 shares of First Horizon worth $277K as of Q3 2014.
  • UBS bought 5,195 First Horizon shares in Q3 2014, an estimated $62.4K.
  • First Horizon made up ﹤0.01% of UBS's portfolio in Q3 2014, its #4848 holding.
  • UBS first reported a position in First Horizon in Q2 2013 and has held it in 6 quarters since.
  • UBS's First Horizon position peaked at $486K in Q2 2013.
  • 224 funds tracked by Wall St. Rank held First Horizon as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.