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Buckhead Capital Management’s Federated Hermes FHI Stock Holding History

Buckhead Capital 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
2017
Q4 		– Sell
-18,150
Closed -$539K – 180
2017
Q3 		$539K Sell
18,150
-122,060
-87% -$3.43M 0.12% 133
2017
Q2 		$3.96M Sell
140,210
-2,015
-1% -$53.8K 0.72% 55
2017
Q1 		$3.75M Sell
142,225
-44,430
-24% -$1.19M 0.69% 58
2016
Q4 		$5.28M Sell
186,655
-3,440
-2% -$95.3K 1% 38
2016
Q3 		$5.63M Sell
190,095
-3,020
-2% -$94.6K 1.07% 33
2016
Q2 		$5.56M Buy
193,115
+17,500
+10% +$535K 1.01% 32
2016
Q1 		$5.07M Buy
175,615
+210
+0.1% +$5.53K 0.94% 40
2015
Q4 		$5.03M Buy
175,405
+7,440
+4% +$225K 0.93% 40
2015
Q3 		$4.85M Sell
167,965
-1,065
-0.6% -$34.1K 0.95% 39
2015
Q2 		$5.66M Buy
169,030
+225
+0.1% +$7.76K 1.03% 34
2015
Q1 		$5.72M Sell
168,805
-5,625
-3% -$187K 1.01% 35
2014
Q4 		$5.74M Sell
174,430
-410
-0.2% -$12.7K 1.01% 36
2014
Q3 		$5.13M Buy
174,840
+5,565
+3% +$167K 0.89% 41
2014
Q2 		$5.23M Buy
169,275
+3,635
+2% +$106K 0.74% 47
2014
Q1 		$5.06M Buy
+165,640
New +$4.64M 0.64% 53

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Buckhead Capital Management's FHI Position: Q4 2017 in Review

Buckhead Capital Management sold out of Federated Hermes (FHI) in Q4 2017, closing a stake of 18,150 shares — an estimated $539K sold.

Buckhead Capital Management first reported a position in FHI in Q1 2014 and held it in 15 quarters. The position peaked at $5.74M in Q4 2014. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

  • Buckhead Capital Management reported no remaining Federated Hermes position as of Q4 2017 after selling out during the quarter.
  • Buckhead Capital Management sold 18,150 Federated Hermes shares in Q4 2017, an estimated $539K.
  • Buckhead Capital Management first reported a position in Federated Hermes in Q1 2014 and held it in 15 quarters.
  • Buckhead Capital Management's Federated Hermes position peaked at $5.74M in Q4 2014.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on Buckhead Capital Management's 13F filing for Q4 2017, filed 7 Feb 2018.