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Gateway Investment Advisers’s Federated Hermes FHI Stock Holding History

Gateway Investment Advisers’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 		– Sell
-19,650
Closed -$577K – 654
2014
Q3 		$577K Sell
19,650
-4,977
-20% -$149K ﹤0.01% 624
2014
Q2 		$761K Hold
24,627
– – 0.01% 600
2014
Q1 		$752K Hold
24,627
– – 0.01% 577
2013
Q4 		$709K Hold
24,627
– – 0.01% 583
2013
Q3 		$669K Hold
24,627
– – 0.01% 571
2013
Q2 		$675K Buy
+24,627
New +$624K 0.01% 551

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

Gateway Investment Advisers's FHI Position: Q4 2014 in Review

Gateway Investment Advisers sold out of Federated Hermes (FHI) in Q4 2014, closing a stake of 19,650 shares — an estimated $577K sold.

Gateway Investment Advisers first reported a position in FHI in Q2 2013 and held it in 6 quarters. The position peaked at $761K in Q2 2014. 253 funds tracked by Wall St. Rank hold FHI as of Q4 2014.

  • Gateway Investment Advisers reported no remaining Federated Hermes position as of Q4 2014 after selling out during the quarter.
  • Gateway Investment Advisers sold 19,650 Federated Hermes shares in Q4 2014, an estimated $577K.
  • Gateway Investment Advisers first reported a position in Federated Hermes in Q2 2013 and held it in 6 quarters.
  • Gateway Investment Advisers's Federated Hermes position peaked at $761K in Q2 2014.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2014.

Based on Gateway Investment Advisers's 13F filing for Q4 2014, filed 28 Jan 2015.