W
FHI icon

Wealthfront’s Federated Hermes FHI Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-187
Closed -$5K – 537
2015
Q3 		$5K Buy
187
+83
+80% +$2.66K ﹤0.01% 1100
2015
Q2 		$3K Buy
104
+49
+89% +$1.69K ﹤0.01% 1130
2015
Q1 		$2K Buy
55
+54
+5,400% +$1.79K ﹤0.01% 989
2014
Q4 		$0 Buy
+1
New +$31 ﹤0.01% 775

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront's FHI Position: Q4 2015 in Review

Wealthfront sold out of Federated Hermes (FHI) in Q4 2015, closing a stake of 187 shares — an estimated $5K sold.

Wealthfront first reported a position in FHI in Q4 2014 and held it in 4 quarters. The position peaked at $5K in Q3 2015. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2015.

  • Wealthfront reported no remaining Federated Hermes position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 187 Federated Hermes shares in Q4 2015, an estimated $5K.
  • Wealthfront first reported a position in Federated Hermes in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Federated Hermes position peaked at $5K in Q3 2015.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.