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AE Wealth Management’s Federated Hermes FHI Stock Holding History

AE Wealth 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
Q4 		– Sell
-7,715
Closed -$250K – 1146
2019
Q3 		$250K Buy
7,715
+930
+14% +$30.6K 0.01% 846
2019
Q2 		$221K Buy
+6,785
New +$214K 0.01% 863

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

AE Wealth Management's FHI Position: Q4 2019 in Review

AE Wealth Management sold out of Federated Hermes (FHI) in Q4 2019, closing a stake of 7,715 shares — an estimated $250K sold.

AE Wealth Management first reported a position in FHI in Q2 2019 and held it in 2 quarters. The position peaked at $250K in Q3 2019. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

  • AE Wealth Management reported no remaining Federated Hermes position as of Q4 2019 after selling out during the quarter.
  • AE Wealth Management sold 7,715 Federated Hermes shares in Q4 2019, an estimated $250K.
  • AE Wealth Management first reported a position in Federated Hermes in Q2 2019 and held it in 2 quarters.
  • AE Wealth Management's Federated Hermes position peaked at $250K in Q3 2019.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on AE Wealth Management's 13F filing for Q4 2019, filed 15 Jan 2020.