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JNBA Financial Advisors’s Federated Hermes FHI Stock Holding History

JNBA Financial Advisors’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
Q4 		– Sell
-596
Closed -$18K – 776
2016
Q3 		$18K Buy
+596
New +$18.7K ﹤0.01% 850

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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 $907M AUM 19.33% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

JNBA Financial Advisors's FHI Position: Q4 2016 in Review

JNBA Financial Advisors sold out of Federated Hermes (FHI) in Q4 2016, closing a stake of 596 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in FHI in Q3 2016 and held it in 1 quarter. The position peaked at $18K in Q3 2016. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

  • JNBA Financial Advisors reported no remaining Federated Hermes position as of Q4 2016 after selling out during the quarter.
  • JNBA Financial Advisors sold 596 Federated Hermes shares in Q4 2016, an estimated $18K.
  • JNBA Financial Advisors first reported a position in Federated Hermes in Q3 2016 and held it in 1 quarter.
  • JNBA Financial Advisors's Federated Hermes position peaked at $18K in Q3 2016.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on JNBA Financial Advisors's 13F filing for Q4 2016, filed 3 Feb 2017.