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Aspen Investment Management’s Federated Hermes FHI Stock Holding History

Aspen 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
2014
Q3 		– Sell
-7,500
Closed -$232K – 122
2014
Q2 		$232K Sell
7,500
-520
-6% -$15.1K 0.14% 121
2014
Q1 		$245K Hold
8,020
– – 0.16% 108
2013
Q4 		$231K Hold
8,020
– – 0.15% 114
2013
Q3 		$218K Hold
8,020
– – 0.15% 108
2013
Q2 		$220K Buy
+8,020
New +$203K 0.15% 105

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Aspen Investment Management's FHI Position: Q3 2014 in Review

Aspen Investment Management sold out of Federated Hermes (FHI) in Q3 2014, closing a stake of 7,500 shares — an estimated $232K sold.

Aspen Investment Management first reported a position in FHI in Q2 2013 and held it in 5 quarters. The position peaked at $245K in Q1 2014. 244 funds tracked by Wall St. Rank hold FHI as of Q3 2014.

  • Aspen Investment Management reported no remaining Federated Hermes position as of Q3 2014 after selling out during the quarter.
  • Aspen Investment Management sold 7,500 Federated Hermes shares in Q3 2014, an estimated $232K.
  • Aspen Investment Management first reported a position in Federated Hermes in Q2 2013 and held it in 5 quarters.
  • Aspen Investment Management's Federated Hermes position peaked at $245K in Q1 2014.
  • 244 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2014.

Based on Aspen Investment Management's 13F filing for Q3 2014, filed 20 Oct 2014.