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Gryphon Financial Partners’s Federated Hermes FHI Stock Holding History

Gryphon Financial Partners’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
2018
Q3 		– Sell
-209
Closed -$5K – 400
2018
Q2 		$5K Hold
209
– – ﹤0.01% 661
2018
Q1 		$7K Hold
209
– – ﹤0.01% 601
2017
Q4 		$8K Buy
+209
New +$6.77K ﹤0.01% 608

Other funds holding FHI

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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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Gryphon Financial Partners's FHI Position: Q3 2018 in Review

Gryphon Financial Partners sold out of Federated Hermes (FHI) in Q3 2018, closing a stake of 209 shares — an estimated $5K sold.

Gryphon Financial Partners first reported a position in FHI in Q4 2017 and held it in 3 quarters. The position peaked at $8K in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q3 2018.

  • Gryphon Financial Partners reported no remaining Federated Hermes position as of Q3 2018 after selling out during the quarter.
  • Gryphon Financial Partners sold 209 Federated Hermes shares in Q3 2018, an estimated $5K.
  • Gryphon Financial Partners first reported a position in Federated Hermes in Q4 2017 and held it in 3 quarters.
  • Gryphon Financial Partners's Federated Hermes position peaked at $8K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2018.

Based on Gryphon Financial Partners's 13F filing for Q3 2018, filed 6 Nov 2018.