TCG Advisors’s Federated Hermes FHI Stock Holding History

TCG 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 Q3	–	Sell	-107	Closed	-$3K	–	208
2019 Q2	$3K	Buy	107 +1	+0.9%	+$32	﹤0.01%	383
2019 Q1	$3K	Buy	+106	New	+$2.94K	﹤0.01%	382

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

TCG Advisors's FHI Position: Q3 2019 in Review

TCG Advisors sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 107 shares — an estimated $3K sold.

TCG Advisors first reported a position in FHI in Q1 2019 and held it in 2 quarters. The position peaked at $3K in Q2 2019. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

TCG Advisors reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
TCG Advisors sold 107 Federated Hermes shares in Q3 2019, an estimated $3K.
TCG Advisors first reported a position in Federated Hermes in Q1 2019 and held it in 2 quarters.
TCG Advisors's Federated Hermes position peaked at $3K in Q2 2019.
303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on TCG Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.