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FormulaFolio Investments’s Federated Hermes FHI Stock Holding History

FormulaFolio Investments’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
2019
Q1 		– Sell
-21,747
Closed -$525K – 347
2018
Q4 		$525K Hold
21,747
– – 0.02% 202
2018
Q3 		$525K Buy
+21,747
New +$511K 0.02% 202

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

FormulaFolio Investments's FHI Position: Q1 2019 in Review

FormulaFolio Investments sold out of Federated Hermes (FHI) in Q1 2019, closing a stake of 21,747 shares — an estimated $525K sold.

FormulaFolio Investments first reported a position in FHI in Q3 2018 and held it in 2 quarters. The position peaked at $525K in Q4 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • FormulaFolio Investments reported no remaining Federated Hermes position as of Q1 2019 after selling out during the quarter.
  • FormulaFolio Investments sold 21,747 Federated Hermes shares in Q1 2019, an estimated $525K.
  • FormulaFolio Investments first reported a position in Federated Hermes in Q3 2018 and held it in 2 quarters.
  • FormulaFolio Investments's Federated Hermes position peaked at $525K in Q4 2018.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on FormulaFolio Investments's 13F filing for Q1 2019, filed 8 May 2019.