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McKinley Capital Management’s Federated Hermes FHI Stock Holding History

McKinley 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
Q3 		– Sell
-5,170
Closed -$146K – 386
2017
Q2 		$146K Sell
5,170
-6,240
-55% -$167K 0.01% 314
2017
Q1 		$301K Sell
11,410
-1,670
-13% -$44.7K 0.01% 312
2016
Q4 		$370K Buy
13,080
+6,000
+85% +$166K 0.01% 297
2016
Q3 		$210K Buy
+7,080
New +$222K 0.01% 361

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

McKinley Capital Management's FHI Position: Q3 2017 in Review

McKinley Capital Management sold out of Federated Hermes (FHI) in Q3 2017, closing a stake of 5,170 shares — an estimated $146K sold.

McKinley Capital Management first reported a position in FHI in Q3 2016 and held it in 4 quarters. The position peaked at $370K in Q4 2016. 282 funds tracked by Wall St. Rank hold FHI as of Q3 2017.

  • McKinley Capital Management reported no remaining Federated Hermes position as of Q3 2017 after selling out during the quarter.
  • McKinley Capital Management sold 5,170 Federated Hermes shares in Q3 2017, an estimated $146K.
  • McKinley Capital Management first reported a position in Federated Hermes in Q3 2016 and held it in 4 quarters.
  • McKinley Capital Management's Federated Hermes position peaked at $370K in Q4 2016.
  • 282 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2017.

Based on McKinley Capital Management's 13F filing for Q3 2017, filed 13 Nov 2017.