Evercore Wealth Management’s Federated Hermes FHI Stock Holding History

Evercore 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
2016 Q1	–	Sell	-250	Closed	-$7K	–	962
2015 Q4	$7K	Buy	+250	New	+$7.54K	﹤0.01%	886
2015 Q3	–	Sell	-1,760	Closed	-$59K	–	1003
2015 Q2	$59K	Hold	1,760	–	–	﹤0.01%	607
2015 Q1	$60K	Hold	1,760	–	–	﹤0.01%	603
2014 Q4	$58K	Hold	1,760	–	–	﹤0.01%	538
2014 Q3	$52K	Hold	1,760	–	–	﹤0.01%	606
2014 Q2	$54K	Hold	1,760	–	–	﹤0.01%	600
2014 Q1	$54K	Hold	1,760	–	–	﹤0.01%	585
2013 Q4	$51K	Hold	1,760	–	–	﹤0.01%	558
2013 Q3	$48K	Hold	1,760	–	–	﹤0.01%	570
2013 Q2	$48K	Buy	+1,760	New	+$44.6K	﹤0.01%	576

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

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

Evercore Wealth Management's FHI Position: Q1 2016 in Review

Evercore Wealth Management sold out of Federated Hermes (FHI) in Q1 2016, closing a stake of 250 shares — an estimated $7K sold.

Evercore Wealth Management first reported a position in FHI in Q2 2013 and held it in 10 quarters. The position peaked at $60K in Q1 2015. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

Evercore Wealth Management reported no remaining Federated Hermes position as of Q1 2016 after selling out during the quarter.
Evercore Wealth Management sold 250 Federated Hermes shares in Q1 2016, an estimated $7K.
Evercore Wealth Management first reported a position in Federated Hermes in Q2 2013 and held it in 10 quarters.
Evercore Wealth Management's Federated Hermes position peaked at $60K in Q1 2015.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Evercore Wealth Management's 13F filing for Q1 2016, filed 2 May 2016.