Veritable’s Federated Hermes FHI Stock Holding History

Veritable’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
2013 Q3	–	Sell	-8,968	Closed	-$246K	–	944
2013 Q2	$246K	Buy	+8,968	New	+$227K	0.01%	798

Other funds holding FHI

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

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

MAA

Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

HCM

Herndon Capital Management Atlanta, Georgia $659M AUM 22.02% 1-Year Est. Return

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Veritable's FHI Position: Q3 2013 in Review

Veritable sold out of Federated Hermes (FHI) in Q3 2013, closing a stake of 8,968 shares — an estimated $246K sold.

Veritable first reported a position in FHI in Q2 2013 and held it in 1 quarter. The position peaked at $246K in Q2 2013. 260 funds tracked by Wall St. Rank hold FHI as of Q3 2013.

Veritable reported no remaining Federated Hermes position as of Q3 2013 after selling out during the quarter.
Veritable sold 8,968 Federated Hermes shares in Q3 2013, an estimated $246K.
Veritable first reported a position in Federated Hermes in Q2 2013 and held it in 1 quarter.
Veritable's Federated Hermes position peaked at $246K in Q2 2013.
260 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2013.

Based on Veritable's 13F filing for Q3 2013, filed 13 Nov 2013.