IHT Wealth Management’s Federated Hermes FHI Stock Holding History

IHT 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
2018 Q2	–	Sell	-24	Closed	-$1K	–	746
2018 Q1	$1K	Hold	24	–	–	﹤0.01%	1587
2017 Q4	$1K	Hold	24	–	–	﹤0.01%	1578
2017 Q3	$1K	Hold	24	–	–	﹤0.01%	1305
2017 Q2	$1.38K	Hold	24	–	–	0.67%	27
2017 Q1	$1K	Hold	24	–	–	﹤0.01%	1162
2016 Q4	$1K	Buy	+24	New	+$665	﹤0.01%	1111

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

IHT Wealth Management's FHI Position: Q2 2018 in Review

IHT Wealth Management sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 24 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in FHI in Q4 2016 and held it in 6 quarters. The position peaked at $1.38K in Q2 2017. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

IHT Wealth Management reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 24 Federated Hermes shares in Q2 2018, an estimated $1K.
IHT Wealth Management first reported a position in Federated Hermes in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Federated Hermes position peaked at $1.38K in Q2 2017.
293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.