Plante Moran Financial Advisors’s Federated Hermes FHI Stock Holding History

Plante Moran Financial Advisors’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
2018 Q2	–	Sell	-129	Closed	-$4K	–	869
2018 Q1	$4K	Hold	129	–	–	﹤0.01%	752
2017 Q4	$5K	Hold	129	–	–	﹤0.01%	701
2017 Q3	$4K	Hold	129	–	–	﹤0.01%	674
2017 Q2	$4K	Hold	129	–	–	﹤0.01%	690
2017 Q1	$3K	Hold	129	–	–	﹤0.01%	755
2016 Q4	$4K	Hold	129	–	–	﹤0.01%	750
2016 Q3	$4K	Buy	+129	New	+$4.04K	﹤0.01%	736
2016 Q2	–	Sell	-500	Closed	-$14K	–	912
2016 Q1	$14K	Sell	500 -240	-32%	-$6.32K	0.01%	433
2015 Q4	$21K	Buy	+740	New	+$22.3K	0.02%	440

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

Plante Moran Financial Advisors's FHI Position: Q2 2018 in Review

Plante Moran Financial Advisors sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 129 shares — an estimated $4K sold.

Plante Moran Financial Advisors first reported a position in FHI in Q4 2015 and held it in 9 quarters. The position peaked at $21K in Q4 2015. 292 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

Plante Moran Financial Advisors reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
Plante Moran Financial Advisors sold 129 Federated Hermes shares in Q2 2018, an estimated $4K.
Plante Moran Financial Advisors first reported a position in Federated Hermes in Q4 2015 and held it in 9 quarters.
Plante Moran Financial Advisors's Federated Hermes position peaked at $21K in Q4 2015.
292 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2018, filed 26 Jul 2018.