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GAM Systematic’s Federated Hermes FHI Stock Holding History

GAM Systematic’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
-7,058
Closed -$200K – 617
2016
Q4 		$200K Sell
7,058
-10,028
-59% -$278K 0.05% 480
2016
Q3 		$506K Sell
17,086
-39
-0.2% -$1.22K 0.11% 370
2016
Q2 		$493K Buy
+17,125
New +$524K 0.12% 336

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

GAM Systematic's FHI Position: Q1 2017 in Review

GAM Systematic sold out of Federated Hermes (FHI) in Q1 2017, closing a stake of 7,058 shares — an estimated $200K sold.

GAM Systematic first reported a position in FHI in Q2 2016 and held it in 3 quarters. The position peaked at $506K in Q3 2016. 296 funds tracked by Wall St. Rank hold FHI as of Q1 2017.

  • GAM Systematic reported no remaining Federated Hermes position as of Q1 2017 after selling out during the quarter.
  • GAM Systematic sold 7,058 Federated Hermes shares in Q1 2017, an estimated $200K.
  • GAM Systematic first reported a position in Federated Hermes in Q2 2016 and held it in 3 quarters.
  • GAM Systematic's Federated Hermes position peaked at $506K in Q3 2016.
  • 296 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2017.

Based on GAM Systematic's 13F filing for Q1 2017, filed 15 May 2017.