Summit Trail Advisors’s Federated Hermes FHI Stock Holding History

Summit Trail 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
2018 Q1	–	Sell	-213	Closed	-$7K	–	854
2017 Q4	$7K	Buy	+213	New	+$6.9K	﹤0.01%	1318

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Summit Trail Advisors's FHI Position: Q1 2018 in Review

Summit Trail Advisors sold out of Federated Hermes (FHI) in Q1 2018, closing a stake of 213 shares — an estimated $7K sold.

Summit Trail Advisors first reported a position in FHI in Q4 2017 and held it in 1 quarter. The position peaked at $7K in Q4 2017. 333 funds tracked by Wall St. Rank hold FHI as of Q1 2018.

Summit Trail Advisors reported no remaining Federated Hermes position as of Q1 2018 after selling out during the quarter.
Summit Trail Advisors sold 213 Federated Hermes shares in Q1 2018, an estimated $7K.
Summit Trail Advisors first reported a position in Federated Hermes in Q4 2017 and held it in 1 quarter.
Summit Trail Advisors's Federated Hermes position peaked at $7K in Q4 2017.
333 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2018.

Based on Summit Trail Advisors's 13F filing for Q1 2018, filed 21 May 2018.