West Oak Capital’s First Horizon FHN Stock Holding History

West Oak Capital’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
2020 Q2	–	Sell	-6,500	Closed	-$52K	–	314
2020 Q1	$52K	Hold	6,500	–	–	0.04%	162
2019 Q4	$108K	Hold	6,500	–	–	0.06%	139
2019 Q3	$105K	Sell	6,500 -2,857	-31%	-$45.1K	0.06%	135
2019 Q2	$140K	Hold	9,357	–	–	0.08%	122
2019 Q1	$131K	Hold	9,357	–	–	0.08%	126
2018 Q4	$123K	Hold	9,357	–	–	0.09%	125
2018 Q3	$162K	Hold	9,357	–	–	0.09%	120
2018 Q2	$167K	Hold	9,357	–	–	0.1%	118
2018 Q1	$176K	Hold	9,357	–	–	0.1%	119
2017 Q4	$187K	Hold	9,357	–	–	0.11%	117
2017 Q3	$179K	Hold	9,357	–	–	0.11%	123
2017 Q2	$163K	Hold	9,357	–	–	0.1%	128
2017 Q1	$173K	Hold	9,357	–	–	0.11%	124
2016 Q4	$187K	Hold	9,357	–	–	0.13%	118
2016 Q3	$143K	Hold	9,357	–	–	0.1%	129
2016 Q2	$129K	Hold	9,357	–	–	0.09%	123
2016 Q1	$123K	Hold	9,357	–	–	0.09%	122
2015 Q4	$136K	Hold	9,357	–	–	0.11%	115
2015 Q3	$133K	Hold	9,357	–	–	0.11%	121
2015 Q2	$147K	Hold	9,357	–	–	0.11%	114
2015 Q1	$134K	Hold	9,357	–	–	0.1%	118
2014 Q4	$127K	Hold	9,357	–	–	0.09%	115
2014 Q3	$115K	Hold	9,357	–	–	0.09%	117
2014 Q2	$111K	Hold	9,357	–	–	0.08%	118
2014 Q1	$115K	Hold	9,357	–	–	0.08%	117
2013 Q4	$109K	Hold	9,357	–	–	0.08%	115
2013 Q3	$103K	Hold	9,357	–	–	0.08%	118
2013 Q2	$105K	Buy	+9,357	New	+$101K	0.09%	116

Other funds holding FHN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

West Oak Capital's FHN Position: Q2 2020 in Review

West Oak Capital sold out of First Horizon (FHN) in Q2 2020, closing a stake of 6,500 shares — an estimated $52K sold.

West Oak Capital first reported a position in FHN in Q2 2013 and held it in 28 quarters. The position peaked at $187K in Q4 2016. 377 funds tracked by Wall St. Rank hold FHN as of Q2 2020.

West Oak Capital reported no remaining First Horizon position as of Q2 2020 after selling out during the quarter.
West Oak Capital sold 6,500 First Horizon shares in Q2 2020, an estimated $52K.
West Oak Capital first reported a position in First Horizon in Q2 2013 and held it in 28 quarters.
West Oak Capital's First Horizon position peaked at $187K in Q4 2016.
377 funds tracked by Wall St. Rank held First Horizon as of Q2 2020.

Based on West Oak Capital's 13F filing for Q2 2020, filed 6 Jul 2020.