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Loeb Partners Corp’s Federated Hermes FHI Stock Holding History

Loeb Partners Corp’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
Q1 		– Sell
-10,000
Closed -$286K – 156
2015
Q4 		$286K Buy
+10,000
New +$302K 0.09% 131

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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

Loeb Partners Corp's FHI Position: Q1 2016 in Review

Loeb Partners Corp sold out of Federated Hermes (FHI) in Q1 2016, closing a stake of 10,000 shares — an estimated $286K sold.

Loeb Partners Corp first reported a position in FHI in Q4 2015 and held it in 1 quarter. The position peaked at $286K in Q4 2015. 274 funds tracked by Wall St. Rank hold FHI as of Q1 2016.

  • Loeb Partners Corp reported no remaining Federated Hermes position as of Q1 2016 after selling out during the quarter.
  • Loeb Partners Corp sold 10,000 Federated Hermes shares in Q1 2016, an estimated $286K.
  • Loeb Partners Corp first reported a position in Federated Hermes in Q4 2015 and held it in 1 quarter.
  • Loeb Partners Corp's Federated Hermes position peaked at $286K in Q4 2015.
  • 274 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2016.

Based on Loeb Partners Corp's 13F filing for Q1 2016, filed 4 May 2016.