Lenox Wealth Management’s Federated Hermes FHI Stock Holding History

Lenox 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
2019 Q4	–	Sell	-113	Closed	-$3K	–	721
2019 Q3	$3K	Hold	113	–	–	﹤0.01%	593
2019 Q2	$3K	Hold	113	–	–	﹤0.01%	564
2019 Q1	$3K	Hold	113	–	–	﹤0.01%	578
2018 Q4	$3K	Hold	113	–	–	﹤0.01%	517
2018 Q3	$3K	Sell	113 -211	-65%	-$4.96K	﹤0.01%	550
2018 Q2	$8K	Sell	324 -160	-33%	-$4.28K	﹤0.01%	391
2018 Q1	$16K	Hold	484	–	–	0.01%	318
2017 Q4	$17K	Buy	484 +6	+1%	+$194	0.01%	329
2017 Q3	$14K	Sell	478 -17	-3%	-$478	﹤0.01%	351
2017 Q2	$14K	Sell	495 -150	-23%	-$4K	0.01%	340
2017 Q1	$17K	Sell	645 -1,108	-63%	-$29.7K	0.01%	145
2016 Q4	$50K	Buy	1,753 +602	+52%	+$16.7K	0.04%	108
2016 Q3	$34K	Sell	1,151 -36	-3%	-$1.13K	0.03%	121
2016 Q2	$34K	Buy	1,187 +104	+10%	+$3.18K	0.02%	122
2016 Q1	$31K	Sell	1,083 -525	-33%	-$13.8K	0.02%	129
2015 Q4	$46K	Buy	+1,608	New	+$48.5K	0.04%	112

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Management's FHI Position: Q4 2019 in Review

Lenox Wealth Management sold out of Federated Hermes (FHI) in Q4 2019, closing a stake of 113 shares — an estimated $3K sold.

Lenox Wealth Management first reported a position in FHI in Q4 2015 and held it in 16 quarters. The position peaked at $50K in Q4 2016. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

Lenox Wealth Management reported no remaining Federated Hermes position as of Q4 2019 after selling out during the quarter.
Lenox Wealth Management sold 113 Federated Hermes shares in Q4 2019, an estimated $3K.
Lenox Wealth Management first reported a position in Federated Hermes in Q4 2015 and held it in 16 quarters.
Lenox Wealth Management's Federated Hermes position peaked at $50K in Q4 2016.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on Lenox Wealth Management's 13F filing for Q4 2019, filed 29 Jan 2020.