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GlobalBridge’s Federated Hermes FHI Stock Holding History

GlobalBridge’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
Q1 		$401K Sell
13,121
-53
-0.4% -$1.49K 0.19% 193
2013
Q4 		$379K Sell
13,174
-4,766
-27% -$131K 0.19% 186
2013
Q3 		$487K Buy
17,940
+3,989
+29% +$113K 0.26% 154
2013
Q2 		$382K Buy
+13,951
New +$354K 0.21% 177

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
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
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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GlobalBridge's FHI Position: Q1 2014 in Review

GlobalBridge reduced its Federated Hermes (FHI) stake by 0.4% in Q1 2014, selling an estimated $1.49K and leaving 13,121 shares worth $401K. The position accounts for 0.19% of the portfolio, ranked #193.

GlobalBridge first reported a position in FHI in Q2 2013 and has held it in 4 quarters since. The position peaked at $487K in Q3 2013. 253 funds tracked by Wall St. Rank hold FHI as of Q1 2014.

  • GlobalBridge held 13,121 shares of Federated Hermes worth $401K as of Q1 2014.
  • GlobalBridge sold 53 Federated Hermes shares in Q1 2014, an estimated $1.49K.
  • Federated Hermes made up 0.19% of GlobalBridge's portfolio in Q1 2014, its #193 holding.
  • GlobalBridge first reported a position in Federated Hermes in Q2 2013 and has held it in 4 quarters since.
  • GlobalBridge's Federated Hermes position peaked at $487K in Q3 2013.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2014.

Based on GlobalBridge's 13F filing for Q1 2014, filed 8 Apr 2014.