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Liberty Capital Management’s Federated Hermes FHI Stock Holding History

Liberty Capital 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
2017
Q2 		– Sell
-520
Closed -$13.9K – 273
2017
Q1 		$14K Hold
520
– – 0.01% 209
2016
Q4 		$14K Hold
520
– – 0.01% 203
2016
Q3 		$15K Buy
+520
New +$16.3K 0.01% 198

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Liberty Capital Management's FHI Position: Q2 2017 in Review

Liberty Capital Management sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 520 shares — an estimated $13.9K sold.

Liberty Capital Management first reported a position in FHI in Q3 2016 and held it in 3 quarters. The position peaked at $15K in Q3 2016. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

  • Liberty Capital Management reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
  • Liberty Capital Management sold 520 Federated Hermes shares in Q2 2017, an estimated $13.9K.
  • Liberty Capital Management first reported a position in Federated Hermes in Q3 2016 and held it in 3 quarters.
  • Liberty Capital Management's Federated Hermes position peaked at $15K in Q3 2016.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on Liberty Capital Management's 13F filing for Q2 2017, filed 13 Jul 2017.