AIM
FHI icon

Acrospire Investment Management’s Federated Hermes FHI Stock Holding History

Acrospire Investment Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-2,000
Closed -$57K – 516
2017
Q2 		$57K Buy
2,000
+400
+25% +$10.7K 0.05% 723
2017
Q1 		$42K Sell
1,600
-5,000
-76% -$134K 0.03% 1100
2016
Q4 		$187K Buy
6,600
+3,700
+128% +$102K 0.08% 404
2016
Q3 		$86K Buy
2,900
+1,600
+123% +$50.1K 0.06% 663
2016
Q2 		$37K Sell
1,300
-900
-41% -$27.5K 0.03% 1266
2016
Q1 		$63K Buy
+2,200
New +$57.9K 0.04% 719

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acrospire Investment Management's FHI Position: Q3 2017 in Review

Acrospire Investment Management sold out of Federated Hermes (FHI) in Q3 2017, closing a stake of 2,000 shares — an estimated $57K sold.

Acrospire Investment Management first reported a position in FHI in Q1 2016 and held it in 6 quarters. The position peaked at $187K in Q4 2016. 282 funds tracked by Wall St. Rank hold FHI as of Q3 2017.

  • Acrospire Investment Management reported no remaining Federated Hermes position as of Q3 2017 after selling out during the quarter.
  • Acrospire Investment Management sold 2,000 Federated Hermes shares in Q3 2017, an estimated $57K.
  • Acrospire Investment Management first reported a position in Federated Hermes in Q1 2016 and held it in 6 quarters.
  • Acrospire Investment Management's Federated Hermes position peaked at $187K in Q4 2016.
  • 282 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2017.

Based on Acrospire Investment Management's 13F filing for Q3 2017, filed 26 Oct 2017.