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Gary Goldberg Planning Services’s Federated Hermes FHI Stock Holding History

Gary Goldberg Planning Services’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 		$25K Hold
750
– – 0.01% 284
2014
Q3 		$22K Sell
750
-1,030
-58% -$30.9K 0.01% 304
2014
Q2 		$55K Hold
1,780
– – 0.02% 209
2014
Q1 		$54K Hold
1,780
– – 0.03% 215
2013
Q4 		$51K Hold
1,780
– – 0.03% 199
2013
Q3 		$48K Hold
1,780
– – 0.03% 201
2013
Q2 		$49K Buy
+1,780
New +$45.1K 0.03% 191

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Gary Goldberg Planning Services's FHI Position: Q4 2014 in Review

Gary Goldberg Planning Services held its Federated Hermes (FHI) position steady in Q4 2014 at 750 shares worth $25K. The position accounts for 0.01% of the portfolio, ranked #284.

Gary Goldberg Planning Services first reported a position in FHI in Q2 2013 and has held it in 7 quarters since. The position peaked at $55K in Q2 2014. 253 funds tracked by Wall St. Rank hold FHI as of Q4 2014.

  • Gary Goldberg Planning Services held 750 shares of Federated Hermes worth $25K as of Q4 2014.
  • Gary Goldberg Planning Services left its Federated Hermes share count unchanged in Q4 2014.
  • Federated Hermes made up 0.01% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #284 holding.
  • Gary Goldberg Planning Services first reported a position in Federated Hermes in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Federated Hermes position peaked at $55K in Q2 2014.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.