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Clinton Group’s Federated Hermes FHI Stock Holding History

Clinton Group’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
Q2 		– Sell
-19,746
Closed -$520K – 661
2017
Q1 		$520K Buy
19,746
+6,146
+45% +$165K 0.03% 617
2016
Q4 		$385K Sell
13,600
-5,809
-30% -$161K 0.02% 640
2016
Q3 		$575K Buy
19,409
+8,793
+83% +$275K 0.03% 640
2016
Q2 		$306K Buy
+10,616
New +$325K 0.01% 742
2016
Q1 		– Sell
-77,023
Closed -$2.21M – 908
2015
Q4 		$2.21M Buy
+77,023
New +$2.32M 0.18% 184
2015
Q3 		– Sell
-19,967
Closed -$669K – 726
2015
Q2 		$669K Buy
+19,967
New +$688K 0.09% 315

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Clinton Group's FHI Position: Q2 2017 in Review

Clinton Group sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 19,746 shares — an estimated $520K sold.

Clinton Group first reported a position in FHI in Q2 2015 and held it in 6 quarters. The position peaked at $2.21M in Q4 2015. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

  • Clinton Group reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
  • Clinton Group sold 19,746 Federated Hermes shares in Q2 2017, an estimated $520K.
  • Clinton Group first reported a position in Federated Hermes in Q2 2015 and held it in 6 quarters.
  • Clinton Group's Federated Hermes position peaked at $2.21M in Q4 2015.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on Clinton Group's 13F filing for Q2 2017, filed 14 Aug 2017.