MFS
FHI icon

MSI Financial Services’s Federated Hermes FHI Stock Holding History

MSI Financial Services’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
Q4 		$54K Buy
1,910
+539
+39% +$14.9K ﹤0.01% 1822
2016
Q3 		$41K Hold
1,371
– – ﹤0.01% 1935
2016
Q2 		$39K Hold
1,371
– – ﹤0.01% 1944
2016
Q1 		$40K Sell
1,371
-182
-12% -$4.79K ﹤0.01% 1871
2015
Q4 		$45K Buy
+1,553
New +$46.9K ﹤0.01% 1781
2015
Q2 		– Sell
-66
Closed -$2K – 3137
2015
Q1 		$2K Buy
+66
New +$2.19K ﹤0.01% 2725

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

MSI Financial Services's FHI Position: Q4 2016 in Review

MSI Financial Services increased its Federated Hermes (FHI) stake by 39% in Q4 2016, buying an estimated $14.9K and bringing the position to 1,910 shares worth $54K. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

MSI Financial Services first reported a position in FHI in Q1 2015 and has held it in 6 quarters since. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

  • MSI Financial Services held 1,910 shares of Federated Hermes worth $54K as of Q4 2016.
  • MSI Financial Services bought 539 Federated Hermes shares in Q4 2016, an estimated $14.9K.
  • Federated Hermes made up ﹤0.01% of MSI Financial Services's portfolio in Q4 2016, its #1822 holding.
  • MSI Financial Services first reported a position in Federated Hermes in Q1 2015 and has held it in 6 quarters since.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on MSI Financial Services's 13F filing for Q4 2016, filed 13 Jan 2017.