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Braun-Bostich & Associates’s Federated Hermes FHI Stock Holding History

Braun-Bostich & Associates’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
2020
Q1 		– Sell
-280
Closed -$9K – 313
2019
Q4 		$9K Buy
+280
New +$9.14K 0.01% 248
2019
Q3 		– Sell
-280
Closed -$9K – 154
2019
Q2 		$9K Hold
280
– – 0.01% 268
2019
Q1 		$8K Hold
280
– – 0.01% 277
2018
Q4 		$7K Hold
280
– – 0.01% 270
2018
Q3 		$7K Hold
280
– – 0.01% 280
2018
Q2 		$7K Hold
280
– – 0.01% 267
2018
Q1 		$9K Hold
280
– – 0.01% 262
2017
Q4 		$10K Buy
+280
New +$9.07K 0.01% 256

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Braun-Bostich & Associates's FHI Position: Q1 2020 in Review

Braun-Bostich & Associates sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 280 shares — an estimated $9K sold.

Braun-Bostich & Associates first reported a position in FHI in Q4 2017 and held it in 8 quarters. The position peaked at $10K in Q4 2017. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

  • Braun-Bostich & Associates reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
  • Braun-Bostich & Associates sold 280 Federated Hermes shares in Q1 2020, an estimated $9K.
  • Braun-Bostich & Associates first reported a position in Federated Hermes in Q4 2017 and held it in 8 quarters.
  • Braun-Bostich & Associates's Federated Hermes position peaked at $10K in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Braun-Bostich & Associates's 13F filing for Q1 2020, filed 11 May 2020.