TD Ameritrade Investment Management’s Federated Hermes FHI Stock Holding History

TD Ameritrade Investment Management’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 Q4	–	Sell	-363	Closed	-$12K	–	615
2019 Q3	$12K	Buy	363 +30	+9%	+$986	﹤0.01%	410
2019 Q2	$11K	Sell	333 -1,080	-76%	-$34.1K	﹤0.01%	374
2019 Q1	$41K	Buy	1,413 +1,296	+1,108%	+$36K	﹤0.01%	258
2018 Q4	$3K	Buy	117 +4	+4%	+$99	﹤0.01%	499
2018 Q3	$3K	Buy	113 +50	+79%	+$1.18K	﹤0.01%	450
2018 Q2	$1K	Buy	+63	New	+$1.68K	﹤0.01%	416

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's FHI Position: Q4 2019 in Review

TD Ameritrade Investment Management sold out of Federated Hermes (FHI) in Q4 2019, closing a stake of 363 shares — an estimated $12K sold.

TD Ameritrade Investment Management first reported a position in FHI in Q2 2018 and held it in 6 quarters. The position peaked at $41K in Q1 2019. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

TD Ameritrade Investment Management reported no remaining Federated Hermes position as of Q4 2019 after selling out during the quarter.
TD Ameritrade Investment Management sold 363 Federated Hermes shares in Q4 2019, an estimated $12K.
TD Ameritrade Investment Management first reported a position in Federated Hermes in Q2 2018 and held it in 6 quarters.
TD Ameritrade Investment Management's Federated Hermes position peaked at $41K in Q1 2019.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2019, filed 7 Feb 2020.