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SeaCrest Wealth Management’s Federated Hermes FHI Stock Holding History

SeaCrest Wealth 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
2019
Q1 		– Sell
-1,500
Closed -$40K – 2165
2018
Q4 		$40K Buy
+1,500
New +$37.3K 0.01% 974

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

SeaCrest Wealth Management's FHI Position: Q1 2019 in Review

SeaCrest Wealth Management sold out of Federated Hermes (FHI) in Q1 2019, closing a stake of 1,500 shares — an estimated $40K sold.

SeaCrest Wealth Management first reported a position in FHI in Q4 2018 and held it in 1 quarter. The position peaked at $40K in Q4 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • SeaCrest Wealth Management reported no remaining Federated Hermes position as of Q1 2019 after selling out during the quarter.
  • SeaCrest Wealth Management sold 1,500 Federated Hermes shares in Q1 2019, an estimated $40K.
  • SeaCrest Wealth Management first reported a position in Federated Hermes in Q4 2018 and held it in 1 quarter.
  • SeaCrest Wealth Management's Federated Hermes position peaked at $40K in Q4 2018.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on SeaCrest Wealth Management's 13F filing for Q1 2019, filed 10 May 2019.