Bruderman Asset Management’s Federated Hermes FHI Stock Holding History

Bruderman Asset 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
2019 Q2	–	Sell	-4,525	Closed	-$133K	–	260
2019 Q1	$133K	Buy	4,525 +384	+9%	+$10.7K	0.03%	153
2018 Q4	$110K	Sell	4,141 -506	-11%	-$12.6K	0.03%	162
2018 Q3	$112K	Sell	4,647 -179	-4%	-$4.21K	0.03%	149
2018 Q2	$113K	Buy	+4,826	New	+$129K	0.03%	158
2016 Q1	–	Sell	-750	Closed	-$21K	–	394
2015 Q4	$21K	Hold	750	–	–	0.01%	278
2015 Q3	$22K	Hold	750	–	–	0.01%	268
2015 Q2	$25K	Hold	750	–	–	0.01%	281
2015 Q1	$25K	Buy	+750	New	+$24.9K	0.01%	275

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bruderman Asset Management's FHI Position: Q2 2019 in Review

Bruderman Asset Management sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 4,525 shares — an estimated $133K sold.

Bruderman Asset Management first reported a position in FHI in Q1 2015 and held it in 8 quarters. The position peaked at $133K in Q1 2019. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

Bruderman Asset Management reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
Bruderman Asset Management sold 4,525 Federated Hermes shares in Q2 2019, an estimated $133K.
Bruderman Asset Management first reported a position in Federated Hermes in Q1 2015 and held it in 8 quarters.
Bruderman Asset Management's Federated Hermes position peaked at $133K in Q1 2019.
288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on Bruderman Asset Management's 13F filing for Q2 2019, filed 12 Aug 2019.