BTS
FHI icon

BB&T Securities’s Federated Hermes FHI Stock Holding History

BB&T Securities’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
Q3 		$214K Buy
6,777
+30
+0.4% +$986 ﹤0.01% 1487
2019
Q2 		$219K Sell
6,747
-5,121
-43% -$162K ﹤0.01% 1476
2019
Q1 		$347K Buy
11,868
+2,588
+28% +$71.9K ﹤0.01% 1229
2018
Q4 		$246K Sell
9,280
-3,283
-26% -$81.6K ﹤0.01% 1276
2018
Q3 		$303K Buy
12,563
+677
+6% +$15.9K ﹤0.01% 1318
2018
Q2 		$277K Buy
11,886
+489
+4% +$13.1K ﹤0.01% 1314
2018
Q1 		$380K Buy
11,397
+4,952
+77% +$168K ﹤0.01% 1143
2017
Q4 		$232K Buy
+6,445
New +$209K ﹤0.01% 1287
2017
Q1 		– Sell
-29,188
Closed -$864K – 1259
2016
Q4 		$864K Hold
29,188
– – 0.01% 659
2016
Q3 		$864K Sell
29,188
-7,243
-20% -$227K 0.01% 657
2016
Q2 		$1.05M Sell
36,431
-4,865
-12% -$149K 0.02% 586
2016
Q1 		$1.19M Sell
41,296
-1,063
-3% -$28K 0.02% 531
2015
Q4 		$1.21M Sell
42,359
-2,147
-5% -$64.8K 0.03% 472
2015
Q3 		$1.29M Buy
44,506
+1,758
+4% +$56.3K 0.03% 448
2015
Q2 		$1.43M Buy
+42,748
New +$1.47M 0.03% 432

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.06B AUM 19.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

BB&T Securities's FHI Position: Q3 2019 in Review

BB&T Securities increased its Federated Hermes (FHI) stake by 0.44% in Q3 2019, buying an estimated $986 and bringing the position to 6,777 shares worth $214K. The position accounts for ﹤0.01% of the portfolio, ranked #1487.

BB&T Securities first reported a position in FHI in Q2 2015 and has held it in 15 quarters since. The position peaked at $1.43M in Q2 2015. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

  • BB&T Securities held 6,777 shares of Federated Hermes worth $214K as of Q3 2019.
  • BB&T Securities bought 30 Federated Hermes shares in Q3 2019, an estimated $986.
  • Federated Hermes made up ﹤0.01% of BB&T Securities's portfolio in Q3 2019, its #1487 holding.
  • BB&T Securities first reported a position in Federated Hermes in Q2 2015 and has held it in 15 quarters since.
  • BB&T Securities's Federated Hermes position peaked at $1.43M in Q2 2015.
  • 303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on BB&T Securities's 13F filing for Q3 2019, filed 30 Oct 2019.