Advantage Investment Management’s Federated Hermes FHI Stock Holding History

Advantage 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
2019 Q3	$15K	Buy	452 +2	+0.4%	+$66	0.01%	581
2019 Q2	$15K	Hold	450	–	–	0.01%	590
2019 Q1	$13K	Hold	450	–	–	0.01%	607
2018 Q4	$12K	Hold	450	–	–	0.01%	612
2018 Q3	$11K	Hold	450	–	–	0.01%	688
2018 Q2	$10K	Hold	450	–	–	0.01%	643
2018 Q1	$15K	Hold	450	–	–	0.01%	605
2017 Q4	$16K	Hold	450	–	–	0.01%	615
2017 Q3	$13K	Sell	450 -250	-36%	-$7.02K	﹤0.01%	630
2017 Q2	$20K	Sell	700 -1,200	-63%	-$32K	0.01%	560
2017 Q1	$50K	Buy	+1,900	New	+$50.9K	0.02%	345

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Advantage Investment Management's FHI Position: Q3 2019 in Review

Advantage Investment Management increased its Federated Hermes (FHI) stake by 0.44% in Q3 2019, buying an estimated $66 and bringing the position to 452 shares worth $15K. The position accounts for 0.01% of the portfolio, ranked #581.

Advantage Investment Management first reported a position in FHI in Q1 2017 and has held it in 11 quarters since. The position peaked at $50K in Q1 2017. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

Advantage Investment Management held 452 shares of Federated Hermes worth $15K as of Q3 2019.
Advantage Investment Management bought 2 Federated Hermes shares in Q3 2019, an estimated $66.
Federated Hermes made up 0.01% of Advantage Investment Management's portfolio in Q3 2019, its #581 holding.
Advantage Investment Management first reported a position in Federated Hermes in Q1 2017 and has held it in 11 quarters since.
Advantage Investment Management's Federated Hermes position peaked at $50K in Q1 2017.
303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on Advantage Investment Management's 13F filing for Q3 2019, filed 8 Oct 2019.