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Osborn Williams & Donohoe’s Federated Hermes FHI Stock Holding History

Osborn Williams & Donohoe’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
-500
Closed -$16K – 426
2019
Q1 		$16K Buy
+500
New +$13.9K ﹤0.01% 578

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
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
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Osborn Williams & Donohoe's FHI Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Federated Hermes (FHI) in Q2 2019, closing a stake of 500 shares — an estimated $16K sold.

Osborn Williams & Donohoe first reported a position in FHI in Q1 2019 and held it in 1 quarter. The position peaked at $16K in Q1 2019. 288 funds tracked by Wall St. Rank hold FHI as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Federated Hermes position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 500 Federated Hermes shares in Q2 2019, an estimated $16K.
  • Osborn Williams & Donohoe first reported a position in Federated Hermes in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Federated Hermes position peaked at $16K in Q1 2019.
  • 288 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.