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SVB Wealth’s Federated Hermes FHI Stock Holding History

SVB Wealth’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
2017
Q4 		– Sell
-32,286
Closed -$959K – 483
2017
Q3 		$959K Buy
32,286
+1,867
+6% +$52.5K 0.04% 262
2017
Q2 		$859K Buy
30,419
+4,351
+17% +$116K 0.03% 276
2017
Q1 		$687K Buy
26,068
+1,485
+6% +$39.8K 0.03% 305
2016
Q4 		$695K Buy
24,583
+7,391
+43% +$205K 0.03% 302
2016
Q3 		$509K Buy
+17,192
New +$538K 0.02% 336

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

SVB Wealth's FHI Position: Q4 2017 in Review

SVB Wealth sold out of Federated Hermes (FHI) in Q4 2017, closing a stake of 32,286 shares — an estimated $959K sold.

SVB Wealth first reported a position in FHI in Q3 2016 and held it in 5 quarters. The position peaked at $959K in Q3 2017. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

  • SVB Wealth reported no remaining Federated Hermes position as of Q4 2017 after selling out during the quarter.
  • SVB Wealth sold 32,286 Federated Hermes shares in Q4 2017, an estimated $959K.
  • SVB Wealth first reported a position in Federated Hermes in Q3 2016 and held it in 5 quarters.
  • SVB Wealth's Federated Hermes position peaked at $959K in Q3 2017.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on SVB Wealth's 13F filing for Q4 2017, filed 13 Feb 2018.