Thompson Siegel & Walmsley’s Federated Hermes FHI Stock Holding History

Thompson Siegel & Walmsley’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 Q2	–	Sell	-80	Closed	-$3K	–	804
2018 Q1	$3K	Sell	80 -200	-71%	-$6.79K	﹤0.01%	760
2017 Q4	$10K	Hold	280	–	–	﹤0.01%	713
2017 Q3	$8K	Buy	280 +200	+250%	+$5.62K	﹤0.01%	728
2017 Q2	$2K	Buy	+80	New	+$2.14K	﹤0.01%	788

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

Thompson Siegel & Walmsley's FHI Position: Q2 2018 in Review

Thompson Siegel & Walmsley sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 80 shares — an estimated $3K sold.

Thompson Siegel & Walmsley first reported a position in FHI in Q2 2017 and held it in 4 quarters. The position peaked at $10K in Q4 2017. 292 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

Thompson Siegel & Walmsley reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
Thompson Siegel & Walmsley sold 80 Federated Hermes shares in Q2 2018, an estimated $3K.
Thompson Siegel & Walmsley first reported a position in Federated Hermes in Q2 2017 and held it in 4 quarters.
Thompson Siegel & Walmsley's Federated Hermes position peaked at $10K in Q4 2017.
292 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Thompson Siegel & Walmsley's 13F filing for Q2 2018, filed 9 Aug 2018.