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Loring Wolcott & Coolidge Fiduciary Advisors’s Federated Hermes FHI Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2017
Q4 		– Sell
-4
Closed – – 781
2017
Q3 		$0 Buy
+4
New +$112 ﹤0.01% 821
2013
Q4 		– Sell
-500
Closed -$14K – 603
2013
Q3 		$14K Hold
500
– – ﹤0.01% 465
2013
Q2 		$14K Buy
+500
New +$12.7K ﹤0.01% 508

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's FHI Position: Q4 2017 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Federated Hermes (FHI) in Q4 2017, closing a stake of 4 shares.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in FHI in Q2 2013 and held it in 3 quarters. The position peaked at $14K in Q3 2013. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Federated Hermes position as of Q4 2017 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 4 Federated Hermes shares in Q4 2017.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Federated Hermes in Q2 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Federated Hermes position peaked at $14K in Q3 2013.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2017, filed 8 Feb 2018.