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Valeo Financial Advisors’s Federated Hermes FHI Stock Holding History

Valeo 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
2018
Q2 		– Sell
-238
Closed -$8K – 1662
2018
Q1 		$8K Buy
238
+148
+164% +$5.03K ﹤0.01% 986
2017
Q4 		$3K Hold
90
– – ﹤0.01% 1109
2017
Q3 		$3K Buy
+90
New +$2.53K ﹤0.01% 953

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 $2.9T AUM 29.55% 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 $907M AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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

Valeo Financial Advisors's FHI Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 238 shares — an estimated $8K sold.

Valeo Financial Advisors first reported a position in FHI in Q3 2017 and held it in 3 quarters. The position peaked at $8K in Q1 2018. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 238 Federated Hermes shares in Q2 2018, an estimated $8K.
  • Valeo Financial Advisors first reported a position in Federated Hermes in Q3 2017 and held it in 3 quarters.
  • Valeo Financial Advisors's Federated Hermes position peaked at $8K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.