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Cornerstone Wealth Management’s Federated Hermes FHI Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-66,816
Closed -$2.18M – 613
2018
Q3 		$2.18M Buy
66,816
+18,852
+39% +$443K 0.03% 469
2018
Q2 		$2.06M Buy
+47,964
New +$1.28M 0.02% 526

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Cornerstone Wealth Management's FHI Position: Q4 2018 in Review

Cornerstone Wealth Management sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 66,816 shares — an estimated $2.18M sold.

Cornerstone Wealth Management first reported a position in FHI in Q2 2018 and held it in 2 quarters. The position peaked at $2.18M in Q3 2018. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • Cornerstone Wealth Management reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 66,816 Federated Hermes shares in Q4 2018, an estimated $2.18M.
  • Cornerstone Wealth Management first reported a position in Federated Hermes in Q2 2018 and held it in 2 quarters.
  • Cornerstone Wealth Management's Federated Hermes position peaked at $2.18M in Q3 2018.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Cornerstone Wealth Management's 13F filing for Q4 2018, filed 13 Feb 2019.