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WFG Advisors’s First Horizon FHN Stock Holding History

WFG 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
2014
Q1 		– Sell
-890
Closed -$10K – 2057
2013
Q4 		$10K Hold
890
– – ﹤0.01% 1569
2013
Q3 		$10K Hold
890
– – ﹤0.01% 1512
2013
Q2 		$10K Buy
+890
New +$9.62K ﹤0.01% 1440

Other funds holding FHN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

WFG Advisors's FHN Position: Q1 2014 in Review

WFG Advisors sold out of First Horizon (FHN) in Q1 2014, closing a stake of 890 shares — an estimated $10K sold.

WFG Advisors first reported a position in FHN in Q2 2013 and held it in 3 quarters. The position peaked at $10K in Q4 2013. 232 funds tracked by Wall St. Rank hold FHN as of Q1 2014.

  • WFG Advisors reported no remaining First Horizon position as of Q1 2014 after selling out during the quarter.
  • WFG Advisors sold 890 First Horizon shares in Q1 2014, an estimated $10K.
  • WFG Advisors first reported a position in First Horizon in Q2 2013 and held it in 3 quarters.
  • WFG Advisors's First Horizon position peaked at $10K in Q4 2013.
  • 232 funds tracked by Wall St. Rank held First Horizon as of Q1 2014.

Based on WFG Advisors's 13F filing for Q1 2014, filed 24 Apr 2014.