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Tompkins Financial’s Federated Hermes FHI Stock Holding History

Tompkins Financial’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
2016
Q3 		– Sell
-1,380
Closed -$40K – 411
2016
Q2 		$40K Hold
1,380
– – 0.01% 271
2016
Q1 		$40K Buy
+1,380
New +$36.3K 0.01% 266

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Tompkins Financial's FHI Position: Q3 2016 in Review

Tompkins Financial sold out of Federated Hermes (FHI) in Q3 2016, closing a stake of 1,380 shares — an estimated $40K sold.

Tompkins Financial first reported a position in FHI in Q1 2016 and held it in 2 quarters. The position peaked at $40K in Q2 2016. 310 funds tracked by Wall St. Rank hold FHI as of Q3 2016.

  • Tompkins Financial reported no remaining Federated Hermes position as of Q3 2016 after selling out during the quarter.
  • Tompkins Financial sold 1,380 Federated Hermes shares in Q3 2016, an estimated $40K.
  • Tompkins Financial first reported a position in Federated Hermes in Q1 2016 and held it in 2 quarters.
  • Tompkins Financial's Federated Hermes position peaked at $40K in Q2 2016.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2016.

Based on Tompkins Financial's 13F filing for Q3 2016, filed 13 Oct 2016.