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Winfield Associates’s First Horizon FHN Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-150
Closed -$3K – 305
2017
Q4 		$3K Hold
150
– – ﹤0.01% 591
2017
Q3 		$3K Hold
150
– – ﹤0.01% 555
2017
Q2 		$3K Buy
150
+120
+400% +$2.13K ﹤0.01% 621
2017
Q1 		$1K Hold
30
– – ﹤0.01% 660
2016
Q4 		$1K Hold
30
– – ﹤0.01% 626
2016
Q3 		$0 Hold
30
– – ﹤0.01% 710
2016
Q2 		$0 Hold
30
– – ﹤0.01% 728
2016
Q1 		$0 Buy
+30
New +$382 ﹤0.01% 695

Other funds holding FHN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Winfield Associates's FHN Position: Q1 2018 in Review

Winfield Associates sold out of First Horizon (FHN) in Q1 2018, closing a stake of 150 shares — an estimated $3K sold.

Winfield Associates first reported a position in FHN in Q1 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 329 funds tracked by Wall St. Rank hold FHN as of Q1 2018.

  • Winfield Associates reported no remaining First Horizon position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 150 First Horizon shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in First Horizon in Q1 2016 and held it in 8 quarters.
  • Winfield Associates's First Horizon position peaked at $3K in Q4 2017.
  • 329 funds tracked by Wall St. Rank held First Horizon as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.