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Boys Arnold & Co’s Federated Hermes FHI Stock Holding History

Boys Arnold & Co’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
Q3 		– Sell
-7,325
Closed -$211K – 271
2016
Q2 		$211K Sell
7,325
-175
-2% -$5.35K 0.04% 258
2016
Q1 		$216K Sell
7,500
-16,425
-69% -$432K 0.09% 141
2015
Q4 		$685K Buy
+23,925
New +$722K 0.07% 171

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 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 $3.37T AUM 44.26% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.18B AUM 0.37% 1-Year Est. Return

Boys Arnold & Co's FHI Position: Q3 2016 in Review

Boys Arnold & Co sold out of Federated Hermes (FHI) in Q3 2016, closing a stake of 7,325 shares — an estimated $211K sold.

Boys Arnold & Co first reported a position in FHI in Q4 2015 and held it in 3 quarters. The position peaked at $685K in Q4 2015. 311 funds tracked by Wall St. Rank hold FHI as of Q3 2016.

  • Boys Arnold & Co reported no remaining Federated Hermes position as of Q3 2016 after selling out during the quarter.
  • Boys Arnold & Co sold 7,325 Federated Hermes shares in Q3 2016, an estimated $211K.
  • Boys Arnold & Co first reported a position in Federated Hermes in Q4 2015 and held it in 3 quarters.
  • Boys Arnold & Co's Federated Hermes position peaked at $685K in Q4 2015.
  • 311 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2016.

Based on Boys Arnold & Co's 13F filing for Q3 2016, filed 1 Nov 2016.