ArchPoint Investors’s Federated Hermes FHI Stock Holding History

ArchPoint Investors’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
2018 Q1	–	Sell	-14,280	Closed	-$515K	–	160
2017 Q4	$515K	Sell	14,280 -1,300	-8%	-$42.1K	0.16%	63
2017 Q3	$463K	Buy	15,580 +3,010	+24%	+$84.6K	0.15%	74
2017 Q2	$355K	Hold	12,570	–	–	0.11%	79
2017 Q1	$331K	Sell	12,570 -1,035	-8%	-$27.7K	0.12%	69
2016 Q4	$385K	Buy	13,605 +4,955	+57%	+$137K	0.23%	68
2016 Q3	$256K	Sell	8,650 -365	-4%	-$11.4K	0.15%	77
2016 Q2	$259K	Sell	9,015 -3,920	-30%	-$120K	0.15%	75
2016 Q1	$373K	Hold	12,935	–	–	0.2%	63
2015 Q4	$371K	Buy	12,935 +2,770	+27%	+$83.6K	0.26%	61
2015 Q3	$294K	Buy	10,165 +480	+5%	+$15.4K	0.2%	74
2015 Q2	$324K	Hold	9,685	–	–	0.2%	82
2015 Q1	$328K	Hold	9,685	–	–	0.22%	83
2014 Q4	$319K	Buy	9,685 +810	+9%	+$25.1K	0.24%	84
2014 Q3	$261K	Hold	8,875	–	–	0.22%	80
2014 Q2	$274K	Buy	8,875 +580	+7%	+$16.9K	0.23%	75
2014 Q1	$253K	Hold	8,295	–	–	0.23%	72
2013 Q4	$239K	Sell	8,295 -340	-4%	-$9.32K	0.22%	73
2013 Q3	$235K	Sell	8,635 -100	-1%	-$2.84K	0.26%	70
2013 Q2	$239K	Buy	+8,735	New	+$221K	0.28%	68

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

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

SDWMA

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

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

ArchPoint Investors's FHI Position: Q1 2018 in Review

ArchPoint Investors sold out of Federated Hermes (FHI) in Q1 2018, closing a stake of 14,280 shares — an estimated $515K sold.

ArchPoint Investors first reported a position in FHI in Q2 2013 and held it in 19 quarters. The position peaked at $515K in Q4 2017. 333 funds tracked by Wall St. Rank hold FHI as of Q1 2018.

ArchPoint Investors reported no remaining Federated Hermes position as of Q1 2018 after selling out during the quarter.
ArchPoint Investors sold 14,280 Federated Hermes shares in Q1 2018, an estimated $515K.
ArchPoint Investors first reported a position in Federated Hermes in Q2 2013 and held it in 19 quarters.
ArchPoint Investors's Federated Hermes position peaked at $515K in Q4 2017.
333 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2018.

Based on ArchPoint Investors's 13F filing for Q1 2018, filed 14 May 2018.