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BlackRock Group’s Federated Hermes FHI Stock Holding History

BlackRock Group’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
2016
Q4 		$3.52M Sell
124,284
-7,510
-6% -$208K ﹤0.01% 1384
2016
Q3 		$3.9M Buy
131,794
+2,158
+2% +$67.6K ﹤0.01% 1219
2016
Q2 		$3.73M Sell
129,636
-959
-0.7% -$29.3K ﹤0.01% 1217
2016
Q1 		$3.77M Buy
130,595
+29,965
+30% +$789K ﹤0.01% 1190
2015
Q4 		$2.88M Sell
100,630
-15,617
-13% -$471K ﹤0.01% 1301
2015
Q3 		$3.36M Buy
116,247
+23,139
+25% +$741K ﹤0.01% 1245
2015
Q2 		$3.12M Buy
93,108
+1,116
+1% +$38.5K ﹤0.01% 1340
2015
Q1 		$3.12M Sell
91,992
-26,560
-22% -$882K ﹤0.01% 1296
2014
Q4 		$3.9M Buy
118,552
+19,081
+19% +$590K ﹤0.01% 1195
2014
Q3 		$2.92M Buy
99,471
+3,025
+3% +$90.6K ﹤0.01% 1272
2014
Q2 		$2.98M Sell
96,446
-45,147
-32% -$1.31M ﹤0.01% 1301
2014
Q1 		$4.33M Buy
141,593
+4,529
+3% +$127K ﹤0.01% 1170
2013
Q4 		$3.95M Buy
137,064
+55,224
+67% +$1.51M ﹤0.01% 1160
2013
Q3 		$2.22M Buy
81,840
+12,686
+18% +$361K ﹤0.01% 1424
2013
Q2 		$1.9M Buy
+69,154
New +$1.75M ﹤0.01% 1314

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

BlackRock Group's FHI Position: Q4 2016 in Review

BlackRock Group reduced its Federated Hermes (FHI) stake by 5.7% in Q4 2016, selling an estimated $208K and leaving 124,284 shares worth $3.52M. The position accounts for ﹤0.01% of the portfolio, ranked #1384.

BlackRock Group first reported a position in FHI in Q2 2013 and has held it in 15 quarters since. The position peaked at $4.33M in Q1 2014. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

  • BlackRock Group held 124,284 shares of Federated Hermes worth $3.52M as of Q4 2016.
  • BlackRock Group sold 7,510 Federated Hermes shares in Q4 2016, an estimated $208K.
  • Federated Hermes made up ﹤0.01% of BlackRock Group's portfolio in Q4 2016, its #1384 holding.
  • BlackRock Group first reported a position in Federated Hermes in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Group's Federated Hermes position peaked at $4.33M in Q1 2014.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on BlackRock Group's 13F filing for Q4 2016, filed 10 Feb 2017.