Proficio Capital Partners’s Federated Hermes FHI Stock Holding History

Proficio Capital Partners’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	-178	Closed	-$6K	–	1296
2018 Q1	$6K	Hold	178	–	–	﹤0.01%	958
2017 Q4	$6K	Hold	178	–	–	﹤0.01%	931
2017 Q3	$5K	Hold	178	–	–	﹤0.01%	948
2017 Q2	$5K	Hold	178	–	–	﹤0.01%	956
2017 Q1	$5K	Buy	178 +83	+87%	+$2.22K	﹤0.01%	982
2016 Q4	$3K	Hold	95	–	–	﹤0.01%	836
2016 Q3	$3K	Hold	95	–	–	﹤0.01%	806
2016 Q2	$3K	Hold	95	–	–	﹤0.01%	773
2016 Q1	$3K	Buy	+95	New	+$2.5K	﹤0.01%	630

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Proficio Capital Partners's FHI Position: Q2 2018 in Review

Proficio Capital Partners sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 178 shares — an estimated $6K sold.

Proficio Capital Partners first reported a position in FHI in Q1 2016 and held it in 9 quarters. The position peaked at $6K in Q1 2018. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

Proficio Capital Partners reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
Proficio Capital Partners sold 178 Federated Hermes shares in Q2 2018, an estimated $6K.
Proficio Capital Partners first reported a position in Federated Hermes in Q1 2016 and held it in 9 quarters.
Proficio Capital Partners's Federated Hermes position peaked at $6K in Q1 2018.
293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Proficio Capital Partners's 13F filing for Q2 2018, filed 10 Aug 2018.