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Braver Wealth Management’s Federated Hermes FHI Stock Holding History

Braver Wealth Management’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
2014
Q1 		– Sell
-43,408
Closed -$1.25M – 80
2013
Q4 		$1.25M Sell
43,408
-4,572
-10% -$125K 0.43% 47
2013
Q3 		$1.3M Buy
47,980
+2,268
+5% +$64.5K 0.45% 45
2013
Q2 		$1.25M Buy
+45,712
New +$1.16M 0.58% 37

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Braver Wealth Management's FHI Position: Q1 2014 in Review

Braver Wealth Management sold out of Federated Hermes (FHI) in Q1 2014, closing a stake of 43,408 shares — an estimated $1.25M sold.

Braver Wealth Management first reported a position in FHI in Q2 2013 and held it in 3 quarters. The position peaked at $1.3M in Q3 2013. 253 funds tracked by Wall St. Rank hold FHI as of Q1 2014.

  • Braver Wealth Management reported no remaining Federated Hermes position as of Q1 2014 after selling out during the quarter.
  • Braver Wealth Management sold 43,408 Federated Hermes shares in Q1 2014, an estimated $1.25M.
  • Braver Wealth Management first reported a position in Federated Hermes in Q2 2013 and held it in 3 quarters.
  • Braver Wealth Management's Federated Hermes position peaked at $1.3M in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2014.

Based on Braver Wealth Management's 13F filing for Q1 2014, filed 13 May 2014.