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Gargoyle Investment Advisor’s Federated Hermes FHI Stock Holding History

Gargoyle Investment Advisor’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
-28,000
Closed -$743K – 123
2018
Q4 		$743K Buy
+28,000
New +$696K 0.68% 63

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

Gargoyle Investment Advisor's FHI Position: Q1 2019 in Review

Gargoyle Investment Advisor sold out of Federated Hermes (FHI) in Q1 2019, closing a stake of 28,000 shares — an estimated $743K sold.

Gargoyle Investment Advisor first reported a position in FHI in Q4 2018 and held it in 1 quarter. The position peaked at $743K in Q4 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • Gargoyle Investment Advisor reported no remaining Federated Hermes position as of Q1 2019 after selling out during the quarter.
  • Gargoyle Investment Advisor sold 28,000 Federated Hermes shares in Q1 2019, an estimated $743K.
  • Gargoyle Investment Advisor first reported a position in Federated Hermes in Q4 2018 and held it in 1 quarter.
  • Gargoyle Investment Advisor's Federated Hermes position peaked at $743K in Q4 2018.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on Gargoyle Investment Advisor's 13F filing for Q1 2019, filed 14 May 2019.