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Commonwealth Financial Services’s Federated Hermes FHI Stock Holding History

Commonwealth Financial Services’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
2015
Q1 		– Sell
-360
Closed -$12K – 249
2014
Q4 		$12K Buy
+360
New +$11.1K 0.01% 158

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Commonwealth Financial Services's FHI Position: Q1 2015 in Review

Commonwealth Financial Services sold out of Federated Hermes (FHI) in Q1 2015, closing a stake of 360 shares — an estimated $12K sold.

Commonwealth Financial Services first reported a position in FHI in Q4 2014 and held it in 1 quarter. The position peaked at $12K in Q4 2014. 251 funds tracked by Wall St. Rank hold FHI as of Q1 2015.

  • Commonwealth Financial Services reported no remaining Federated Hermes position as of Q1 2015 after selling out during the quarter.
  • Commonwealth Financial Services sold 360 Federated Hermes shares in Q1 2015, an estimated $12K.
  • Commonwealth Financial Services first reported a position in Federated Hermes in Q4 2014 and held it in 1 quarter.
  • Commonwealth Financial Services's Federated Hermes position peaked at $12K in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2015.

Based on Commonwealth Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.