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Segall Bryant & Hamill’s Federated Hermes FHI Stock Holding History

Segall Bryant & Hamill’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
2014
Q3 		– Sell
-7,500
Closed -$232K – 553
2014
Q2 		$232K Hold
7,500
– – 0.01% 529
2014
Q1 		$229K Hold
7,500
– – 0.01% 549
2013
Q4 		$216K Hold
7,500
– – 0.01% 554
2013
Q3 		$204K Buy
+7,500
New +$213K 0.01% 550

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return

Segall Bryant & Hamill's FHI Position: Q3 2014 in Review

Segall Bryant & Hamill sold out of Federated Hermes (FHI) in Q3 2014, closing a stake of 7,500 shares — an estimated $232K sold.

Segall Bryant & Hamill first reported a position in FHI in Q3 2013 and held it in 4 quarters. The position peaked at $232K in Q2 2014. 244 funds tracked by Wall St. Rank hold FHI as of Q3 2014.

  • Segall Bryant & Hamill reported no remaining Federated Hermes position as of Q3 2014 after selling out during the quarter.
  • Segall Bryant & Hamill sold 7,500 Federated Hermes shares in Q3 2014, an estimated $232K.
  • Segall Bryant & Hamill first reported a position in Federated Hermes in Q3 2013 and held it in 4 quarters.
  • Segall Bryant & Hamill's Federated Hermes position peaked at $232K in Q2 2014.
  • 244 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2014.

Based on Segall Bryant & Hamill's 13F filing for Q3 2014, filed 13 Nov 2014.