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B. Riley Wealth Management’s Federated Hermes FHI Stock Holding History

B. Riley 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
2015
Q1 		– Sell
-49
Closed -$1K – 1048
2014
Q4 		$1K Hold
49
– – ﹤0.01% 978
2014
Q3 		$1K Hold
49
– – ﹤0.01% 1033
2014
Q2 		$1K Hold
49
– – ﹤0.01% 1072
2014
Q1 		$1K Buy
+49
New +$1.37K ﹤0.01% 1038

Other funds holding FHI

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

B. Riley Wealth Management's FHI Position: Q1 2015 in Review

B. Riley Wealth Management sold out of Federated Hermes (FHI) in Q1 2015, closing a stake of 49 shares — an estimated $1K sold.

B. Riley Wealth Management first reported a position in FHI in Q1 2014 and held it in 4 quarters. The position peaked at $1K in Q4 2014. 251 funds tracked by Wall St. Rank hold FHI as of Q1 2015.

  • B. Riley Wealth Management reported no remaining Federated Hermes position as of Q1 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 49 Federated Hermes shares in Q1 2015, an estimated $1K.
  • B. Riley Wealth Management first reported a position in Federated Hermes in Q1 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's Federated Hermes position peaked at $1K in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2015.

Based on B. Riley Wealth Management's 13F filing for Q1 2015, filed 13 Apr 2015.