FGC
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Financial Gravity Companies’s Federated Hermes FHI Stock Holding History

Financial Gravity Companies’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
Q4 		$0 Buy
+13
New +$323 ﹤0.01% 1424
2018
Q1 		$4K Sell
156
-164
-51% -$5.57K ﹤0.01% 778
2017
Q4 		$11K Buy
+320
New +$10.4K 0.01% 555

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Financial Gravity Companies's FHI Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Federated Hermes (FHI) in Q4 2018: 13 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1424 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FHI as recently as Q1 2018.

Financial Gravity Companies first reported a position in FHI in Q4 2017 and has held it in 3 quarters since. The position peaked at $11K in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • Financial Gravity Companies held 13 shares of Federated Hermes worth $0 as of Q4 2018.
  • Federated Hermes was a new Financial Gravity Companies position in Q4 2018.
  • Federated Hermes made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #1424 holding.
  • Financial Gravity Companies first reported a position in Federated Hermes in Q4 2017 and has held it in 3 quarters since.
  • Financial Gravity Companies's Federated Hermes position peaked at $11K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.