MWR
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McAdams Wright Ragen’s Federated Hermes FHI Stock Holding History

McAdams Wright Ragen’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
2014
Q3 		$609K Sell
20,746
-1,675
-7% -$50.2K 0.03% 244
2014
Q2 		$693K Buy
22,421
+150
+0.7% +$4.36K 0.04% 224
2014
Q1 		$680K Sell
22,271
-5,094
-19% -$143K 0.04% 214
2013
Q4 		$788K Sell
27,365
-50
-0.2% -$1.37K 0.05% 199
2013
Q3 		$745K Sell
27,415
-126
-0.5% -$3.58K 0.06% 182
2013
Q2 		$755K Buy
+27,541
New +$698K 0.06% 187

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

McAdams Wright Ragen's FHI Position: Q3 2014 in Review

McAdams Wright Ragen reduced its Federated Hermes (FHI) stake by 7.5% in Q3 2014, selling an estimated $50.2K and leaving 20,746 shares worth $609K. The position accounts for 0.03% of the portfolio, ranked #244.

McAdams Wright Ragen first reported a position in FHI in Q2 2013 and has held it in 6 quarters since. The position peaked at $788K in Q4 2013. 244 funds tracked by Wall St. Rank hold FHI as of Q3 2014.

  • McAdams Wright Ragen held 20,746 shares of Federated Hermes worth $609K as of Q3 2014.
  • McAdams Wright Ragen sold 1,675 Federated Hermes shares in Q3 2014, an estimated $50.2K.
  • Federated Hermes made up 0.03% of McAdams Wright Ragen's portfolio in Q3 2014, its #244 holding.
  • McAdams Wright Ragen first reported a position in Federated Hermes in Q2 2013 and has held it in 6 quarters since.
  • McAdams Wright Ragen's Federated Hermes position peaked at $788K in Q4 2013.
  • 244 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2014.

Based on McAdams Wright Ragen's 13F filing for Q3 2014, filed 14 Nov 2014.