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Spot Trading’s Federated Hermes FHI Stock Holding History

Spot Trading’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
2016
Q2 		– Sell
-14,200
Closed -$410K – 3467
2016
Q1 		$410K Buy
+14,200
New +$374K 0.01% 1729
2015
Q2 		– Sell
-17,900
Closed -$607K – 3982
2015
Q1 		$607K Buy
+17,900
New +$594K 0.01% 1957
2014
Q4 		– Sell
-3,600
Closed -$106K – 4131
2014
Q3 		$106K Sell
3,600
-4,100
-53% -$123K ﹤0.01% 3494
2014
Q2 		$238K Buy
+7,700
New +$224K ﹤0.01% 3220

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Spot Trading's FHI Position: Q2 2016 in Review

Spot Trading sold out of Federated Hermes (FHI) in Q2 2016, closing a stake of 2,000 shares — an estimated $58K sold.

Spot Trading first reported a position in FHI in Q2 2013 and held it in 6 quarters. The position peaked at $1.52M in Q2 2013. 298 funds tracked by Wall St. Rank hold FHI as of Q2 2016.

  • Spot Trading reported no remaining Federated Hermes position as of Q2 2016 after selling out during the quarter.
  • Spot Trading sold 2,000 Federated Hermes shares in Q2 2016, an estimated $58K.
  • Spot Trading first reported a position in Federated Hermes in Q2 2013 and held it in 6 quarters.
  • Spot Trading's Federated Hermes position peaked at $1.52M in Q2 2013.
  • 298 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2016.

Based on Spot Trading's 13F filing for Q2 2016, filed 2 Aug 2016.