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Waratah Capital Advisors’s First Horizon FHN Stock Holding History

Waratah Capital 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
2015
Q1 		– Sell
-166,000
Closed -$2.25M – 101
2014
Q4 		$2.25M Buy
+166,000
New +$2.1M 1.06% 22

Other funds holding FHN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 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

Waratah Capital Advisors's FHN Position: Q1 2015 in Review

Waratah Capital Advisors sold out of First Horizon (FHN) in Q1 2015, closing a stake of 166,000 shares — an estimated $2.25M sold.

Waratah Capital Advisors first reported a position in FHN in Q4 2014 and held it in 1 quarter. The position peaked at $2.25M in Q4 2014. 258 funds tracked by Wall St. Rank hold FHN as of Q1 2015.

  • Waratah Capital Advisors reported no remaining First Horizon position as of Q1 2015 after selling out during the quarter.
  • Waratah Capital Advisors sold 166,000 First Horizon shares in Q1 2015, an estimated $2.25M.
  • Waratah Capital Advisors first reported a position in First Horizon in Q4 2014 and held it in 1 quarter.
  • Waratah Capital Advisors's First Horizon position peaked at $2.25M in Q4 2014.
  • 258 funds tracked by Wall St. Rank held First Horizon as of Q1 2015.

Based on Waratah Capital Advisors's 13F filing for Q1 2015, filed 11 May 2015.