Centaurus Financial’s Federated Hermes FHI Stock Holding History

Centaurus Financial’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
2018 Q3	–	Sell	-9	Closed	–	–	1043
2018 Q2	$0	Buy	+9	New	+$241	﹤0.01%	2280

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Centaurus Financial's FHI Position: Q3 2018 in Review

Centaurus Financial sold out of Federated Hermes (FHI) in Q3 2018, closing a stake of 9 shares.

Centaurus Financial first reported a position in FHI in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 284 funds tracked by Wall St. Rank hold FHI as of Q3 2018.

Centaurus Financial reported no remaining Federated Hermes position as of Q3 2018 after selling out during the quarter.
Centaurus Financial sold 9 Federated Hermes shares in Q3 2018.
Centaurus Financial first reported a position in Federated Hermes in Q2 2018 and held it in 1 quarter.
Centaurus Financial's Federated Hermes position peaked at $0 in Q2 2018.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2018.

Based on Centaurus Financial's 13F filing for Q3 2018, filed 5 Nov 2018.