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Sound View Wealth Advisors’s Federated Hermes FHI Stock Holding History

Sound View Wealth 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
2019
Q1 		$342K Hold
11,680
– – 0.11% 170
2018
Q4 		$310K Buy
+11,680
New +$290K 0.11% 168

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

Sound View Wealth Advisors's FHI Position: Q1 2019 in Review

Sound View Wealth Advisors held its Federated Hermes (FHI) position steady in Q1 2019 at 11,680 shares worth $342K. The position accounts for 0.11% of the portfolio, ranked #170.

Sound View Wealth Advisors first reported a position in FHI in Q4 2018 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • Sound View Wealth Advisors held 11,680 shares of Federated Hermes worth $342K as of Q1 2019.
  • Sound View Wealth Advisors left its Federated Hermes share count unchanged in Q1 2019.
  • Federated Hermes made up 0.11% of Sound View Wealth Advisors's portfolio in Q1 2019, its #170 holding.
  • Sound View Wealth Advisors first reported a position in Federated Hermes in Q4 2018 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.