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Advisor Group’s Federated Hermes FHI Stock Holding History

Advisor Group’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
Q4 		$199K Sell
6,109
-756
-11% -$24.7K ﹤0.01% 2396
2019
Q3 		$222K Buy
6,865
+1,590
+30% +$52.2K ﹤0.01% 2239
2019
Q2 		$172K Sell
5,275
-561
-10% -$17.7K ﹤0.01% 2428
2019
Q1 		$170K Sell
5,836
-375
-6% -$10.4K ﹤0.01% 2409
2018
Q4 		$165K Sell
6,211
-159
-2% -$3.95K ﹤0.01% 2235
2018
Q3 		$153K Buy
6,370
+907
+17% +$21.3K ﹤0.01% 2389
2018
Q2 		$127K Sell
5,463
-1,597
-23% -$42.7K ﹤0.01% 2334
2018
Q1 		$236K Sell
7,060
-1,947
-22% -$66.1K ﹤0.01% 1852
2017
Q4 		$326K Buy
9,007
+2,739
+44% +$88.7K ﹤0.01% 1632
2017
Q3 		$187K Sell
6,268
-32
-0.5% -$899 ﹤0.01% 1907
2017
Q2 		$178K Buy
6,300
+565
+10% +$15.1K ﹤0.01% 1869
2017
Q1 		$151K Buy
5,735
+3,677
+179% +$98.4K ﹤0.01% 1861
2016
Q4 		$58K Buy
2,058
+252
+14% +$6.98K ﹤0.01% 2494
2016
Q3 		$53K Buy
1,806
+61
+3% +$1.91K ﹤0.01% 2490
2016
Q2 		$49K Buy
+1,745
New +$53.4K ﹤0.01% 2428

Other funds holding FHI

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Advisor Group's FHI Position: Q4 2019 in Review

Advisor Group reduced its Federated Hermes (FHI) stake by 11% in Q4 2019, selling an estimated $24.7K and leaving 6,109 shares worth $199K. The position accounts for ﹤0.01% of the portfolio, ranked #2396.

Advisor Group first reported a position in FHI in Q2 2016 and has held it in 15 quarters since. The position peaked at $326K in Q4 2017. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

  • Advisor Group held 6,109 shares of Federated Hermes worth $199K as of Q4 2019.
  • Advisor Group sold 756 Federated Hermes shares in Q4 2019, an estimated $24.7K.
  • Federated Hermes made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2396 holding.
  • Advisor Group first reported a position in Federated Hermes in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Federated Hermes position peaked at $326K in Q4 2017.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.