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Rational Advisors’s Federated Hermes FHI Stock Holding History

Rational 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
2013
Q4 		$1.91M Sell
66,270
-300
-0.5% -$8.23K 0.16% 201
2013
Q3 		$1.81M Sell
66,570
-95
-0.1% -$2.7K 0.14% 236
2013
Q2 		$1.83M Buy
+66,665
New +$1.69M 0.15% 225

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

Rational Advisors's FHI Position: Q4 2013 in Review

Rational Advisors reduced its Federated Hermes (FHI) stake by 0.45% in Q4 2013, selling an estimated $8.23K and leaving 66,270 shares worth $1.91M. The position accounts for 0.16% of the portfolio, ranked #201.

Rational Advisors first reported a position in FHI in Q2 2013 and has held it in 3 quarters since. 255 funds tracked by Wall St. Rank hold FHI as of Q4 2013.

  • Rational Advisors held 66,270 shares of Federated Hermes worth $1.91M as of Q4 2013.
  • Rational Advisors sold 300 Federated Hermes shares in Q4 2013, an estimated $8.23K.
  • Federated Hermes made up 0.16% of Rational Advisors's portfolio in Q4 2013, its #201 holding.
  • Rational Advisors first reported a position in Federated Hermes in Q2 2013 and has held it in 3 quarters since.
  • 255 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2013.

Based on Rational Advisors's 13F filing for Q4 2013, filed 17 Feb 2015.