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Choate Investment Advisors’s Federated Hermes FHI Stock Holding History

Choate Investment 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
Q1 		– Sell
-6,790
Closed -$224K – 262
2015
Q4 		$224K Buy
+6,790
New +$205K 0.02% 242
2015
Q2 		– Sell
-5,933
Closed -$201K – 259
2015
Q1 		$201K Sell
5,933
-857
-13% -$28.4K 0.01% 246
2014
Q4 		$224K Buy
+6,790
New +$210K 0.01% 244
2014
Q3 		– Sell
-6,840
Closed -$211K – 275
2014
Q2 		$211K Sell
6,840
-890
-12% -$25.9K 0.01% 255
2014
Q1 		$236K Sell
7,730
-1,086
-12% -$30.4K 0.01% 251
2013
Q4 		$254K Sell
8,816
-3,660
-29% -$100K 0.02% 238
2013
Q3 		$339K Sell
12,476
-583
-4% -$16.6K 0.03% 203
2013
Q2 		$358K Buy
+13,059
New +$331K 0.03% 194

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Choate Investment Advisors's FHI Position: Q1 2016 in Review

Choate Investment Advisors sold out of Federated Hermes (FHI) in Q1 2016, closing a stake of 6,790 shares — an estimated $224K sold.

Choate Investment Advisors first reported a position in FHI in Q2 2013 and held it in 8 quarters. The position peaked at $358K in Q2 2013. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

  • Choate Investment Advisors reported no remaining Federated Hermes position as of Q1 2016 after selling out during the quarter.
  • Choate Investment Advisors sold 6,790 Federated Hermes shares in Q1 2016, an estimated $224K.
  • Choate Investment Advisors first reported a position in Federated Hermes in Q2 2013 and held it in 8 quarters.
  • Choate Investment Advisors's Federated Hermes position peaked at $358K in Q2 2013.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Choate Investment Advisors's 13F filing for Q1 2016, filed 4 May 2016.