MUFG Americas’s Federated Hermes FHI Stock Holding History

MUFG Americas’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
2019 Q2	–	Sell	-898	Closed	-$26K	–	820
2019 Q1	$26K	Buy	898 +676	+305%	+$18.8K	﹤0.01%	605
2018 Q4	$6K	Buy	+222	New	+$5.51K	﹤0.01%	660
2018 Q3	–	Sell	-279	Closed	-$7K	–	768
2018 Q2	$7K	Buy	+279	New	+$7.46K	﹤0.01%	815
2013 Q3	–	Sell	-2,000	Closed	-$55K	–	1264
2013 Q2	$55K	Buy	+2,000	New	+$50.7K	﹤0.01%	1132

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

MUFG Americas's FHI Position: Q2 2019 in Review

MUFG Americas sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 898 shares — an estimated $26K sold.

MUFG Americas first reported a position in FHI in Q2 2013 and held it in 4 quarters. The position peaked at $55K in Q2 2013. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

MUFG Americas reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
MUFG Americas sold 898 Federated Hermes shares in Q2 2019, an estimated $26K.
MUFG Americas first reported a position in Federated Hermes in Q2 2013 and held it in 4 quarters.
MUFG Americas's Federated Hermes position peaked at $55K in Q2 2013.
288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on MUFG Americas's 13F filing for Q2 2019, filed 9 Aug 2019.