Transamerica Financial Advisors’s Federated Hermes FHI Stock Holding History

Transamerica Financial 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
2016 Q2	–	Sell	-1,464	Closed	-$43K	–	500
2016 Q1	$43K	Hold	1,464	–	–	﹤0.01%	384
2015 Q4	$42K	Hold	1,464	–	–	﹤0.01%	429
2015 Q3	$43K	Hold	1,464	–	–	﹤0.01%	403
2015 Q2	$50K	Hold	1,464	–	–	﹤0.01%	455
2015 Q1	$50K	Hold	1,464	–	–	﹤0.01%	439
2014 Q4	$49K	Hold	1,464	–	–	﹤0.01%	362
2014 Q3	$43K	Hold	1,464	–	–	﹤0.01%	354
2014 Q2	$46K	Buy	+1,464	New	+$42.6K	﹤0.01%	375

Other funds holding FHI

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Transamerica Financial Advisors's FHI Position: Q2 2016 in Review

Transamerica Financial Advisors sold out of Federated Hermes (FHI) in Q2 2016, closing a stake of 1,464 shares — an estimated $43K sold.

Transamerica Financial Advisors first reported a position in FHI in Q2 2014 and held it in 8 quarters. The position peaked at $50K in Q2 2015. 298 funds tracked by Wall St. Rank hold FHI as of Q2 2016.

Transamerica Financial Advisors reported no remaining Federated Hermes position as of Q2 2016 after selling out during the quarter.
Transamerica Financial Advisors sold 1,464 Federated Hermes shares in Q2 2016, an estimated $43K.
Transamerica Financial Advisors first reported a position in Federated Hermes in Q2 2014 and held it in 8 quarters.
Transamerica Financial Advisors's Federated Hermes position peaked at $50K in Q2 2015.
298 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2016.

Based on Transamerica Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.