OAM
FHI icon

Oppenheimer Asset Management’s Federated Hermes FHI Stock Holding History

Oppenheimer Asset 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
Q4 		– Sell
-140
Closed -$4K – 1209
2017
Q3 		$4K Sell
140
-28
-17% -$787 ﹤0.01% 1582
2017
Q2 		$5K Sell
168
-1,068
-86% -$28.5K ﹤0.01% 1561
2017
Q1 		$33K Buy
+1,236
New +$33.1K ﹤0.01% 1420

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Oppenheimer Asset Management's FHI Position: Q4 2017 in Review

Oppenheimer Asset Management sold out of Federated Hermes (FHI) in Q4 2017, closing a stake of 140 shares — an estimated $4K sold.

Oppenheimer Asset Management first reported a position in FHI in Q1 2017 and held it in 3 quarters. The position peaked at $33K in Q1 2017. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

  • Oppenheimer Asset Management reported no remaining Federated Hermes position as of Q4 2017 after selling out during the quarter.
  • Oppenheimer Asset Management sold 140 Federated Hermes shares in Q4 2017, an estimated $4K.
  • Oppenheimer Asset Management first reported a position in Federated Hermes in Q1 2017 and held it in 3 quarters.
  • Oppenheimer Asset Management's Federated Hermes position peaked at $33K in Q1 2017.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on Oppenheimer Asset Management's 13F filing for Q4 2017, filed 7 Feb 2018.