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 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 $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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.