First Citizens Bank & Trust’s Federated Hermes FHI Stock Holding History

First Citizens 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
2017 Q1	–	Sell	-8,693	Closed	-$246K	–	497
2016 Q4	$246K	Sell	8,693 -4,250	-33%	-$118K	0.03%	395
2016 Q3	$384K	Buy	+12,943	New	+$405K	0.04%	334
2015 Q3	–	Sell	-6,605	Closed	-$221K	–	403
2015 Q2	$221K	Sell	6,605 -239	-3%	-$8.24K	0.02%	380
2015 Q1	$232K	Sell	6,844 -627	-8%	-$20.8K	0.02%	347
2014 Q4	$246K	Buy	+7,471	New	+$231K	0.02%	290
2013 Q4	–	Sell	-8,740	Closed	-$237K	–	497
2013 Q3	$237K	Buy	8,740 +273	+3%	+$7.76K	0.01%	989
2013 Q2	$232K	Buy	+8,467	New	+$215K	0.01%	955

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

First Citizens Bank & Trust's FHI Position: Q1 2017 in Review

First Citizens Bank & Trust sold out of Federated Hermes (FHI) in Q1 2017, closing a stake of 8,693 shares — an estimated $246K sold.

First Citizens Bank & Trust first reported a position in FHI in Q2 2013 and held it in 7 quarters. The position peaked at $384K in Q3 2016. 296 funds tracked by Wall St. Rank hold FHI as of Q1 2017.

First Citizens Bank & Trust reported no remaining Federated Hermes position as of Q1 2017 after selling out during the quarter.
First Citizens Bank & Trust sold 8,693 Federated Hermes shares in Q1 2017, an estimated $246K.
First Citizens Bank & Trust first reported a position in Federated Hermes in Q2 2013 and held it in 7 quarters.
First Citizens Bank & Trust's Federated Hermes position peaked at $384K in Q3 2016.
296 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2017.

Based on First Citizens Bank & Trust's 13F filing for Q1 2017, filed 25 Apr 2017.