FineMark National Bank & Trust’s Federated Hermes FHI Stock Holding History

FineMark National Bank & Trust’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 Q3	–	Sell	-80	Closed	-$2K	–	1360
2016 Q2	$2K	Buy	+80	New	+$2.45K	﹤0.01%	1195
2015 Q4	–	Sell	-76	Closed	-$2K	–	1396
2015 Q3	$2K	Buy	+76	New	+$2.44K	﹤0.01%	1246
2013 Q4	–	Sell	-678	Closed	-$18K	–	1581
2013 Q3	$18K	Buy	678 +346	+104%	+$9.84K	﹤0.01%	823
2013 Q2	$9K	Buy	+332	New	+$8.42K	﹤0.01%	980

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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

CCP

Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

FineMark National Bank & Trust's FHI Position: Q3 2016 in Review

FineMark National Bank & Trust sold out of Federated Hermes (FHI) in Q3 2016, closing a stake of 80 shares — an estimated $2K sold.

FineMark National Bank & Trust first reported a position in FHI in Q2 2013 and held it in 4 quarters. The position peaked at $18K in Q3 2013. 310 funds tracked by Wall St. Rank hold FHI as of Q3 2016.

FineMark National Bank & Trust reported no remaining Federated Hermes position as of Q3 2016 after selling out during the quarter.
FineMark National Bank & Trust sold 80 Federated Hermes shares in Q3 2016, an estimated $2K.
FineMark National Bank & Trust first reported a position in Federated Hermes in Q2 2013 and held it in 4 quarters.
FineMark National Bank & Trust's Federated Hermes position peaked at $18K in Q3 2013.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2016.

Based on FineMark National Bank & Trust's 13F filing for Q3 2016, filed 10 Nov 2016.