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Burt Wealth Advisors’s Federated Hermes FHI Stock Holding History

Burt Wealth Advisors’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
Q2 		– Sell
-28
Closed -$1K – 470
2016
Q1 		$1K Buy
+28
New +$737 ﹤0.01% 503

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Burt Wealth Advisors's FHI Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Federated Hermes (FHI) in Q2 2016, closing a stake of 28 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in FHI in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 298 funds tracked by Wall St. Rank hold FHI as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Federated Hermes position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 28 Federated Hermes shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Federated Hermes in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Federated Hermes position peaked at $1K in Q1 2016.
  • 298 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.