BTIS
FHI icon

BB&T Investment Services’s Federated Hermes FHI Stock Holding History

BB&T Investment 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
2017
Q4 		$55K Buy
1,528
+28
+2% +$907 0.01% 548
2017
Q3 		$45K Hold
1,500
– – 0.01% 544
2017
Q2 		$42K Hold
1,500
– – 0.01% 504
2017
Q1 		$40K Hold
1,500
– – 0.02% 420
2016
Q4 		$42K Buy
+1,500
New +$41.5K 0.03% 325

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BB&T Investment Services's FHI Position: Q4 2017 in Review

BB&T Investment Services increased its Federated Hermes (FHI) stake by 1.9% in Q4 2017, buying an estimated $907 and bringing the position to 1,528 shares worth $55K. The position accounts for 0.01% of the portfolio, ranked #548.

BB&T Investment Services first reported a position in FHI in Q4 2016 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

  • BB&T Investment Services held 1,528 shares of Federated Hermes worth $55K as of Q4 2017.
  • BB&T Investment Services bought 28 Federated Hermes shares in Q4 2017, an estimated $907.
  • Federated Hermes made up 0.01% of BB&T Investment Services's portfolio in Q4 2017, its #548 holding.
  • BB&T Investment Services first reported a position in Federated Hermes in Q4 2016 and has held it in 5 quarters since.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on BB&T Investment Services's 13F filing for Q4 2017, filed 15 Feb 2018.