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Waddell & Reed Financial’s Federated Hermes FHI Stock Holding History

Waddell & Reed Financial’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
-12,494
Closed -$417K – 550
2018
Q1 		$417K Buy
+12,494
New +$424K ﹤0.01% 520

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

Waddell & Reed Financial's FHI Position: Q2 2018 in Review

Waddell & Reed Financial sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 12,494 shares — an estimated $417K sold.

Waddell & Reed Financial first reported a position in FHI in Q1 2018 and held it in 1 quarter. The position peaked at $417K in Q1 2018. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

  • Waddell & Reed Financial reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
  • Waddell & Reed Financial sold 12,494 Federated Hermes shares in Q2 2018, an estimated $417K.
  • Waddell & Reed Financial first reported a position in Federated Hermes in Q1 2018 and held it in 1 quarter.
  • Waddell & Reed Financial's Federated Hermes position peaked at $417K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Waddell & Reed Financial's 13F filing for Q2 2018, filed 14 Aug 2018.