MWAC
FHI icon

Mariner Wealth Advisors (Cincinnati)’s Federated Hermes FHI Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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
Q1 		– Sell
-12,500
Closed -$354K – 248
2016
Q4 		$354K Sell
12,500
-700
-5% -$19.4K 0.03% 193
2016
Q3 		$391K Hold
13,200
– – 0.03% 183
2016
Q2 		$380K Buy
13,200
+5,300
+67% +$162K 0.03% 183
2016
Q1 		$228K Sell
7,900
-5,000
-39% -$132K 0.02% 221
2015
Q4 		$370K Buy
+12,900
New +$389K 0.04% 172

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
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
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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s FHI Position: Q1 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of Federated Hermes (FHI) in Q1 2017, closing a stake of 12,500 shares — an estimated $354K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in FHI in Q4 2015 and held it in 5 quarters. The position peaked at $391K in Q3 2016. 296 funds tracked by Wall St. Rank hold FHI as of Q1 2017.

  • Mariner Wealth Advisors (Cincinnati) reported no remaining Federated Hermes position as of Q1 2017 after selling out during the quarter.
  • Mariner Wealth Advisors (Cincinnati) sold 12,500 Federated Hermes shares in Q1 2017, an estimated $354K.
  • Mariner Wealth Advisors (Cincinnati) first reported a position in Federated Hermes in Q4 2015 and held it in 5 quarters.
  • Mariner Wealth Advisors (Cincinnati)'s Federated Hermes position peaked at $391K in Q3 2016.
  • 296 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q1 2017, filed 12 May 2017.