Edge Advisors’s Federated Hermes FHI Stock Holding History

Edge Advisors’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 Q2	$13K	Hold	580	–	–	﹤0.01%	677
2018 Q1	$19K	Sell	580 -68,986	-99%	-$2.34M	﹤0.01%	649
2017 Q4	$2.51M	Sell	69,566 -8,350	-11%	-$270K	0.25%	101
2017 Q3	$2.31M	Buy	77,916 +5,846	+8%	+$164K	0.25%	96
2017 Q2	$2.04M	Buy	72,070 +5,280	+8%	+$141K	0.23%	103
2017 Q1	$1.76M	Buy	66,790 +15,980	+31%	+$428K	0.22%	108
2016 Q4	$1.44M	Buy	+50,810	New	+$1.41M	0.18%	126

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

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

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

SDWMA

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

Edge Advisors's FHI Position: Q2 2018 in Review

Edge Advisors held its Federated Hermes (FHI) position steady in Q2 2018 at 580 shares worth $13K. The position accounts for ﹤0.01% of the portfolio, ranked #677.

Edge Advisors first reported a position in FHI in Q4 2016 and has held it in 7 quarters since. The position peaked at $2.51M in Q4 2017. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

Edge Advisors held 580 shares of Federated Hermes worth $13K as of Q2 2018.
Edge Advisors left its Federated Hermes share count unchanged in Q2 2018.
Federated Hermes made up ﹤0.01% of Edge Advisors's portfolio in Q2 2018, its #677 holding.
Edge Advisors first reported a position in Federated Hermes in Q4 2016 and has held it in 7 quarters since.
Edge Advisors's Federated Hermes position peaked at $2.51M in Q4 2017.
293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.