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Independent Portfolio Consultants’s Federated Hermes FHI Stock Holding History

Independent Portfolio Consultants’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 		– Sell
-1,291
Closed -$37K – 764
2015
Q4 		$37K Sell
1,291
-32,415
-96% -$978K 0.01% 614
2015
Q3 		$974K Buy
33,706
+1,400
+4% +$44.9K 0.21% 137
2015
Q2 		$1.08M Buy
32,306
+3,821
+13% +$132K 0.22% 157
2015
Q1 		$965K Buy
28,485
+28,090
+7,111% +$932K 0.2% 155
2014
Q4 		$13K Buy
+395
New +$12.2K ﹤0.01% 690
2014
Q3 		– Sell
-1,830
Closed -$57K – 873
2014
Q2 		$57K Buy
+1,830
New +$53.2K 0.02% 617

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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 $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's FHI Position: Q1 2016 in Review

Independent Portfolio Consultants sold out of Federated Hermes (FHI) in Q1 2016, closing a stake of 1,291 shares — an estimated $37K sold.

Independent Portfolio Consultants first reported a position in FHI in Q2 2014 and held it in 6 quarters. The position peaked at $1.08M in Q2 2015. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

  • Independent Portfolio Consultants reported no remaining Federated Hermes position as of Q1 2016 after selling out during the quarter.
  • Independent Portfolio Consultants sold 1,291 Federated Hermes shares in Q1 2016, an estimated $37K.
  • Independent Portfolio Consultants first reported a position in Federated Hermes in Q2 2014 and held it in 6 quarters.
  • Independent Portfolio Consultants's Federated Hermes position peaked at $1.08M in Q2 2015.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Independent Portfolio Consultants's 13F filing for Q1 2016, filed 13 Apr 2016.