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MU Investments Company’s Federated Hermes FHI Stock Holding History

MU Investments Company’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
Q3 		– Sell
-4,050
Closed -$114K – 182
2016
Q2 		$114K Sell
4,050
-2,750
-40% -$84.1K 0.08% 153
2016
Q1 		$197K Hold
6,800
– – 0.12% 136
2015
Q4 		$197K Sell
6,800
-1,200
-15% -$36.2K 0.12% 151
2015
Q3 		$228K Buy
8,000
+300
+4% +$9.61K 0.12% 162
2015
Q2 		$257K Sell
7,700
-700
-8% -$24.1K 0.12% 167
2015
Q1 		$280K Sell
8,400
-600
-7% -$19.9K 0.13% 152
2014
Q4 		$302K Buy
9,000
+700
+8% +$21.7K 0.13% 149
2014
Q3 		$245K Sell
8,300
-1,880
-18% -$56.3K 0.12% 165
2014
Q2 		$310K Sell
10,180
-900
-8% -$26.2K 0.14% 161
2014
Q1 		$340K Sell
11,080
-2,000
-15% -$56K 0.16% 156
2013
Q4 		$373K Sell
13,080
-820
-6% -$22.5K 0.16% 170
2013
Q3 		$380K Sell
13,900
-6,100
-31% -$173K 0.18% 155
2013
Q2 		$554K Buy
+20,000
New +$507K 0.23% 137

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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

MU Investments Company's FHI Position: Q3 2016 in Review

MU Investments Company sold out of Federated Hermes (FHI) in Q3 2016, closing a stake of 4,050 shares — an estimated $114K sold.

MU Investments Company first reported a position in FHI in Q2 2013 and held it in 13 quarters. The position peaked at $554K in Q2 2013. 310 funds tracked by Wall St. Rank hold FHI as of Q3 2016.

  • MU Investments Company reported no remaining Federated Hermes position as of Q3 2016 after selling out during the quarter.
  • MU Investments Company sold 4,050 Federated Hermes shares in Q3 2016, an estimated $114K.
  • MU Investments Company first reported a position in Federated Hermes in Q2 2013 and held it in 13 quarters.
  • MU Investments Company's Federated Hermes position peaked at $554K in Q2 2013.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2016.

Based on MU Investments Company's 13F filing for Q3 2016, filed 26 Oct 2016.