Federated Hermes
ILCG icon

Federated Hermes’s iShares Morningstar Growth ETF ILCG Stock Holding History

Federated Hermes’s Portfolio ILCG Stock Details ILCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-750
Closed -$16K – 2020
2014
Q2 		$16K Buy
+750
New +$15.3K ﹤0.01% 1701

Other funds holding ILCG

Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
BWM
Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return

Federated Hermes's ILCG Position: Q3 2014 in Review

Federated Hermes sold out of iShares Morningstar Growth ETF (ILCG) in Q3 2014, closing a stake of 750 shares — an estimated $16K sold.

Federated Hermes first reported a position in ILCG in Q2 2014 and held it in 1 quarter. The position peaked at $16K in Q2 2014. 58 funds tracked by Wall St. Rank hold ILCG as of Q3 2014.

  • Federated Hermes reported no remaining iShares Morningstar Growth ETF position as of Q3 2014 after selling out during the quarter.
  • Federated Hermes sold 750 iShares Morningstar Growth ETF shares in Q3 2014, an estimated $16K.
  • Federated Hermes first reported a position in iShares Morningstar Growth ETF in Q2 2014 and held it in 1 quarter.
  • Federated Hermes's iShares Morningstar Growth ETF position peaked at $16K in Q2 2014.
  • 58 funds tracked by Wall St. Rank held iShares Morningstar Growth ETF as of Q3 2014.

Based on Federated Hermes's 13F filing for Q3 2014, filed 12 Nov 2014.