Curi RMB Capital’s Federated Hermes FHI Stock Holding History

Curi RMB Capital’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 Q4	–	Sell	-596	Closed	-$18K	–	493
2016 Q3	$18K	Buy	+596	New	+$18.7K	﹤0.01%	426

Other funds holding FHI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SDWMA

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Curi RMB Capital's FHI Position: Q4 2016 in Review

Curi RMB Capital sold out of Federated Hermes (FHI) in Q4 2016, closing a stake of 596 shares — an estimated $18K sold.

Curi RMB Capital first reported a position in FHI in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

Curi RMB Capital reported no remaining Federated Hermes position as of Q4 2016 after selling out during the quarter.
Curi RMB Capital sold 596 Federated Hermes shares in Q4 2016, an estimated $18K.
Curi RMB Capital first reported a position in Federated Hermes in Q3 2016 and held it in 1 quarter.
Curi RMB Capital's Federated Hermes position peaked at $18K in Q3 2016.
321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on Curi RMB Capital's 13F filing for Q4 2016, filed 13 Feb 2017.