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Gupta Wealth Management’s Federated Hermes FHI Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$1K Hold
29
– – ﹤0.01% 1117
2015
Q4 		$1K Hold
29
– – ﹤0.01% 1185
2015
Q3 		$1K Buy
+29
New +$929 ﹤0.01% 1195

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Gupta Wealth Management's FHI Position: Q1 2016 in Review

Gupta Wealth Management held its Federated Hermes (FHI) position steady in Q1 2016 at 29 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1117.

Gupta Wealth Management first reported a position in FHI in Q3 2015 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

  • Gupta Wealth Management held 29 shares of Federated Hermes worth $1K as of Q1 2016.
  • Gupta Wealth Management left its Federated Hermes share count unchanged in Q1 2016.
  • Federated Hermes made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #1117 holding.
  • Gupta Wealth Management first reported a position in Federated Hermes in Q3 2015 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.