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InterOcean Capital’s Federated Hermes FHI Stock Holding History

InterOcean Capital’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
Q4 		– Sell
-6,900
Closed -$203K – 138
2014
Q3 		$203K Buy
+6,900
New +$207K 0.08% 131

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
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
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

InterOcean Capital's FHI Position: Q4 2014 in Review

InterOcean Capital sold out of Federated Hermes (FHI) in Q4 2014, closing a stake of 6,900 shares — an estimated $203K sold.

InterOcean Capital first reported a position in FHI in Q3 2014 and held it in 1 quarter. The position peaked at $203K in Q3 2014. 253 funds tracked by Wall St. Rank hold FHI as of Q4 2014.

  • InterOcean Capital reported no remaining Federated Hermes position as of Q4 2014 after selling out during the quarter.
  • InterOcean Capital sold 6,900 Federated Hermes shares in Q4 2014, an estimated $203K.
  • InterOcean Capital first reported a position in Federated Hermes in Q3 2014 and held it in 1 quarter.
  • InterOcean Capital's Federated Hermes position peaked at $203K in Q3 2014.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2014.

Based on InterOcean Capital's 13F filing for Q4 2014, filed 13 Feb 2015.