FDx Advisors’s Federated Hermes FHI Stock Holding History

FDx 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	–	Sell	-7,792	Closed	-$260K	–	927
2018 Q1	$260K	Sell	7,792 -275	-3%	-$9.34K	0.01%	1038
2017 Q4	$291K	Sell	8,067 -181	-2%	-$5.86K	0.01%	1052
2017 Q3	$245K	Buy	+8,248	New	+$232K	0.01%	1122
2017 Q1	–	Sell	-23,978	Closed	-$678K	–	1151
2016 Q4	$678K	Sell	23,978 -1,051	-4%	-$29.1K	0.02%	654
2016 Q3	$742K	Buy	+25,029	New	+$784K	0.03%	487
2016 Q2	–	Sell	-8,448	Closed	-$244K	–	904
2016 Q1	$244K	Buy	+8,448	New	+$222K	0.01%	806
2015 Q4	–	Sell	-70,060	Closed	-$2.02M	–	880
2015 Q3	$2.02M	Buy	70,060 +1,491	+2%	+$47.8K	0.17%	117
2015 Q2	$2.3M	Buy	68,569 +8,369	+14%	+$288K	0.11%	152
2015 Q1	$2.04M	Sell	60,200 -10,745	-15%	-$357K	0.05%	332
2014 Q4	$2.34M	Buy	70,945 +4,612	+7%	+$143K	0.14%	123
2014 Q3	$1.95M	Sell	66,333 -924	-1%	-$27.7K	0.13%	162
2014 Q2	$2.08M	Buy	67,257 +12,069	+22%	+$351K	0.14%	169
2014 Q1	$1.69M	Buy	55,188 +2,967	+6%	+$83.2K	0.14%	159
2013 Q4	$1.5M	Buy	52,221 +3,861	+8%	+$106K	0.15%	142
2013 Q3	$1.31M	Buy	48,360 +3,864	+9%	+$110K	0.16%	135
2013 Q2	$1.22M	Buy	+44,496	New	+$1.13M	0.16%	129

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

FDx Advisors's FHI Position: Q2 2018 in Review

FDx Advisors sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 7,792 shares — an estimated $260K sold.

FDx Advisors first reported a position in FHI in Q2 2013 and held it in 16 quarters. The position peaked at $2.34M in Q4 2014. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

FDx Advisors reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
FDx Advisors sold 7,792 Federated Hermes shares in Q2 2018, an estimated $260K.
FDx Advisors first reported a position in Federated Hermes in Q2 2013 and held it in 16 quarters.
FDx Advisors's Federated Hermes position peaked at $2.34M in Q4 2014.
293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on FDx Advisors's 13F filing for Q2 2018, filed 8 Aug 2018.