WI
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WBI Investments’s Federated Hermes FHI Stock Holding History

WBI Investments’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
2019
Q4 		– Sell
-8,765
Closed -$284K – 210
2019
Q3 		$284K Buy
+8,765
New +$288K 0.03% 191
2019
Q2 		– Sell
-46,081
Closed -$1.35M – 238
2019
Q1 		$1.35M Buy
46,081
+14,286
+45% +$397K 0.1% 148
2018
Q4 		$844K Sell
31,795
-36,285
-53% -$901K 0.1% 62
2018
Q3 		$1.64M Buy
+68,080
New +$1.6M 0.09% 166

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WBI Investments's FHI Position: Q4 2019 in Review

WBI Investments sold out of Federated Hermes (FHI) in Q4 2019, closing a stake of 8,765 shares — an estimated $284K sold.

WBI Investments first reported a position in FHI in Q3 2018 and held it in 4 quarters. The position peaked at $1.64M in Q3 2018. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

  • WBI Investments reported no remaining Federated Hermes position as of Q4 2019 after selling out during the quarter.
  • WBI Investments sold 8,765 Federated Hermes shares in Q4 2019, an estimated $284K.
  • WBI Investments first reported a position in Federated Hermes in Q3 2018 and held it in 4 quarters.
  • WBI Investments's Federated Hermes position peaked at $1.64M in Q3 2018.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on WBI Investments's 13F filing for Q4 2019, filed 10 Feb 2020.