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Fusion Investment Group’s Federated Hermes FHI Stock Holding History

Fusion Investment Group’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
2015
Q1 		– Sell
-2
Closed – – 110
2014
Q4 		$0 Sell
2
-5,864
-100% -$181K ﹤0.01% 146
2014
Q3 		$172K Sell
5,866
-243
-4% -$7.28K 0.15% 82
2014
Q2 		$189K Sell
6,109
-5,793
-49% -$168K 0.16% 94
2014
Q1 		$4K Sell
11,902
-280
-2% -$7.85K ﹤0.01% 209
2013
Q4 		$351K Buy
+12,182
New +$334K 0.26% 88

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Fusion Investment Group's FHI Position: Q1 2015 in Review

Fusion Investment Group sold out of Federated Hermes (FHI) in Q1 2015, closing a stake of 2 shares.

Fusion Investment Group first reported a position in FHI in Q4 2013 and held it in 5 quarters. The position peaked at $351K in Q4 2013. 251 funds tracked by Wall St. Rank hold FHI as of Q1 2015.

  • Fusion Investment Group reported no remaining Federated Hermes position as of Q1 2015 after selling out during the quarter.
  • Fusion Investment Group sold 2 Federated Hermes shares in Q1 2015.
  • Fusion Investment Group first reported a position in Federated Hermes in Q4 2013 and held it in 5 quarters.
  • Fusion Investment Group's Federated Hermes position peaked at $351K in Q4 2013.
  • 251 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2015.

Based on Fusion Investment Group's 13F filing for Q1 2015, filed 15 May 2015.