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Trust Company of Vermont’s Federated Hermes FHI Stock Holding History

Trust Company of Vermont’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
-3,900
Closed -$130K – 1069
2018
Q1 		$130K Hold
3,900
– – 0.01% 364
2017
Q4 		$141K Sell
3,900
-350
-8% -$11.3K 0.01% 360
2017
Q3 		$126K Sell
4,250
-945
-18% -$26.6K 0.01% 375
2017
Q2 		$147K Sell
5,195
-2,825
-35% -$75.4K 0.02% 358
2017
Q1 		$211K Buy
8,020
+15
+0.2% +$402 0.02% 309
2016
Q4 		$226K Buy
8,005
+7,055
+743% +$195K 0.03% 306
2016
Q3 		$28K Buy
+950
New +$29.8K ﹤0.01% 514

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Trust Company of Vermont's FHI Position: Q2 2018 in Review

Trust Company of Vermont sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 3,900 shares — an estimated $130K sold.

Trust Company of Vermont first reported a position in FHI in Q3 2016 and held it in 7 quarters. The position peaked at $226K in Q4 2016. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

  • Trust Company of Vermont reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
  • Trust Company of Vermont sold 3,900 Federated Hermes shares in Q2 2018, an estimated $130K.
  • Trust Company of Vermont first reported a position in Federated Hermes in Q3 2016 and held it in 7 quarters.
  • Trust Company of Vermont's Federated Hermes position peaked at $226K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Trust Company of Vermont's 13F filing for Q2 2018, filed 11 Jul 2018.