FMA Advisory’s Federated Hermes FHI Stock Holding History

FMA Advisory’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 Q2	–	Sell	-12,780	Closed	-$337K	–	120
2017 Q1	$337K	Buy	+12,780	New	+$342K	0.17%	123

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

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

Royce & Associates New York $10.1B AUM 42.88% 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

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

FMA Advisory's FHI Position: Q2 2017 in Review

FMA Advisory sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 12,780 shares — an estimated $337K sold.

FMA Advisory first reported a position in FHI in Q1 2017 and held it in 1 quarter. The position peaked at $337K in Q1 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

FMA Advisory reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
FMA Advisory sold 12,780 Federated Hermes shares in Q2 2017, an estimated $337K.
FMA Advisory first reported a position in Federated Hermes in Q1 2017 and held it in 1 quarter.
FMA Advisory's Federated Hermes position peaked at $337K in Q1 2017.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on FMA Advisory's 13F filing for Q2 2017, filed 12 Apr 2021.