CX Institutional’s Federated Hermes FHI Stock Holding History

CX Institutional’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
2019 Q3	–	Sell	-40	Closed	-$1K	–	843
2019 Q2	$1K	Buy	+40	New	+$1.26K	﹤0.01%	844

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SDWMA

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

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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

CX Institutional's FHI Position: Q3 2019 in Review

CX Institutional sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 40 shares — an estimated $1K sold.

CX Institutional first reported a position in FHI in Q2 2019 and held it in 1 quarter. The position peaked at $1K in Q2 2019. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

CX Institutional reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
CX Institutional sold 40 Federated Hermes shares in Q3 2019, an estimated $1K.
CX Institutional first reported a position in Federated Hermes in Q2 2019 and held it in 1 quarter.
CX Institutional's Federated Hermes position peaked at $1K in Q2 2019.
303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on CX Institutional's 13F filing for Q3 2019, filed 10 Oct 2019.