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Advocacy Wealth Management Services’s Federated Hermes FHI Stock Holding History

Advocacy Wealth Management Services’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
2016
Q1 		– Sell
-164
Closed -$5K – 528
2015
Q4 		$5K Buy
+164
New +$4.95K 0.01% 418

Other funds holding FHI

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Advocacy Wealth Management Services's FHI Position: Q1 2016 in Review

Advocacy Wealth Management Services sold out of Federated Hermes (FHI) in Q1 2016, closing a stake of 164 shares — an estimated $5K sold.

Advocacy Wealth Management Services first reported a position in FHI in Q4 2015 and held it in 1 quarter. The position peaked at $5K in Q4 2015. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

  • Advocacy Wealth Management Services reported no remaining Federated Hermes position as of Q1 2016 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 164 Federated Hermes shares in Q1 2016, an estimated $5K.
  • Advocacy Wealth Management Services first reported a position in Federated Hermes in Q4 2015 and held it in 1 quarter.
  • Advocacy Wealth Management Services's Federated Hermes position peaked at $5K in Q4 2015.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Advocacy Wealth Management Services's 13F filing for Q1 2016, filed 20 Apr 2016.