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Founders Bank & Trust’s Federated Hermes FHI Stock Holding History

Founders 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
2014
Q4 		$24K Hold
728
– – 0.01% 231
2014
Q3 		$21K Hold
728
– – 0.01% 230
2014
Q2 		$23K Sell
728
-740
-50% -$21.5K 0.01% 227
2014
Q1 		$45K Hold
1,468
– – 0.03% 174
2013
Q4 		$38K Hold
1,468
– – 0.02% 187
2013
Q3 		$40K Hold
1,468
– – 0.02% 161
2013
Q2 		$40K Buy
+1,468
New +$37.2K 0.02% 157

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $17.5B AUM 29.92% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Founders Bank & Trust's FHI Position: Q4 2014 in Review

Founders Bank & Trust held its Federated Hermes (FHI) position steady in Q4 2014 at 728 shares worth $24K. The position accounts for 0.01% of the portfolio, ranked #231.

Founders Bank & Trust first reported a position in FHI in Q2 2013 and has held it in 7 quarters since. The position peaked at $45K in Q1 2014. 253 funds tracked by Wall St. Rank hold FHI as of Q4 2014.

  • Founders Bank & Trust held 728 shares of Federated Hermes worth $24K as of Q4 2014.
  • Founders Bank & Trust left its Federated Hermes share count unchanged in Q4 2014.
  • Federated Hermes made up 0.01% of Founders Bank & Trust's portfolio in Q4 2014, its #231 holding.
  • Founders Bank & Trust first reported a position in Federated Hermes in Q2 2013 and has held it in 7 quarters since.
  • Founders Bank & Trust's Federated Hermes position peaked at $45K in Q1 2014.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2014.

Based on Founders Bank & Trust's 13F filing for Q4 2014, filed 9 Feb 2015.