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Ironwood Investment Counsel’s Federated Hermes FHI Stock Holding History

Ironwood Investment Counsel’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
2017
Q3 		– Sell
-9,350
Closed -$264K – 151
2017
Q2 		$264K Hold
9,350
– – 0.1% 137
2017
Q1 		$246K Hold
9,350
– – 0.1% 141
2016
Q4 		$264K Sell
9,350
-2,650
-22% -$73.4K 0.12% 130
2016
Q3 		$356K Buy
12,000
+525
+5% +$16.4K 0.17% 110
2016
Q2 		$330K Sell
11,475
-525
-4% -$16.1K 0.19% 95
2016
Q1 		$346K Buy
12,000
+425
+4% +$11.2K 0.18% 98
2015
Q4 		$332K Hold
11,575
– – 0.19% 98
2015
Q3 		$334K Sell
11,575
-75
-0.6% -$2.4K 0.18% 97
2015
Q2 		$390K Buy
11,650
+200
+2% +$6.89K 0.2% 93
2015
Q1 		$388K Sell
11,450
-50
-0.4% -$1.66K 0.2% 95
2014
Q4 		$379K Hold
11,500
– – 0.19% 97
2014
Q3 		$338K Sell
11,500
-750
-6% -$22.5K 0.18% 101
2014
Q2 		$379K Sell
12,250
-400
-3% -$11.6K 0.2% 97
2014
Q1 		$386K Hold
12,650
– – 0.21% 94
2013
Q4 		$346K Sell
12,650
-350
-3% -$9.6K 0.2% 99
2013
Q3 		$353K Buy
13,000
+350
+3% +$9.95K 0.23% 82
2013
Q2 		$347K Buy
+12,650
New +$321K 0.22% 82

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ironwood Investment Counsel's FHI Position: Q3 2017 in Review

Ironwood Investment Counsel sold out of Federated Hermes (FHI) in Q3 2017, closing a stake of 9,350 shares — an estimated $264K sold.

Ironwood Investment Counsel first reported a position in FHI in Q2 2013 and held it in 17 quarters. The position peaked at $390K in Q2 2015. 282 funds tracked by Wall St. Rank hold FHI as of Q3 2017.

  • Ironwood Investment Counsel reported no remaining Federated Hermes position as of Q3 2017 after selling out during the quarter.
  • Ironwood Investment Counsel sold 9,350 Federated Hermes shares in Q3 2017, an estimated $264K.
  • Ironwood Investment Counsel first reported a position in Federated Hermes in Q2 2013 and held it in 17 quarters.
  • Ironwood Investment Counsel's Federated Hermes position peaked at $390K in Q2 2015.
  • 282 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2017.

Based on Ironwood Investment Counsel's 13F filing for Q3 2017, filed 30 Oct 2017.