First Allied Advisory Services’s Federated Hermes FHI Stock Holding History

First Allied Advisory Services’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 Q1	–	Sell	-5,889	Closed	-$213K	–	1246
2017 Q4	$213K	Buy	+5,889	New	+$191K	0.01%	1024
2017 Q3	–	Sell	-10,004	Closed	-$280K	–	1146
2017 Q2	$280K	Buy	+10,004	New	+$267K	0.01%	864

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Allied Advisory Services's FHI Position: Q1 2018 in Review

First Allied Advisory Services sold out of Federated Hermes (FHI) in Q1 2018, closing a stake of 5,889 shares — an estimated $213K sold.

First Allied Advisory Services first reported a position in FHI in Q2 2017 and held it in 2 quarters. The position peaked at $280K in Q2 2017. 333 funds tracked by Wall St. Rank hold FHI as of Q1 2018.

First Allied Advisory Services reported no remaining Federated Hermes position as of Q1 2018 after selling out during the quarter.
First Allied Advisory Services sold 5,889 Federated Hermes shares in Q1 2018, an estimated $213K.
First Allied Advisory Services first reported a position in Federated Hermes in Q2 2017 and held it in 2 quarters.
First Allied Advisory Services's Federated Hermes position peaked at $280K in Q2 2017.
333 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2018.

Based on First Allied Advisory Services's 13F filing for Q1 2018, filed 11 May 2018.