WealthTrust-Arizona’s Federated Hermes FHI Stock Holding History

WealthTrust-Arizona’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 Q4	$8K	Buy	313 +111	+55%	+$2.76K	﹤0.01%	403
2018 Q3	$5K	Sell	202 -41	-17%	-$964	﹤0.01%	504
2018 Q2	$6K	Sell	243 -51	-17%	-$1.36K	﹤0.01%	482
2018 Q1	$10K	Hold	294	–	–	0.01%	391
2017 Q4	$11K	Hold	294	–	–	0.01%	380
2017 Q3	$9K	Hold	294	–	–	﹤0.01%	412
2017 Q2	$8K	Sell	294 -43	-13%	-$1.15K	﹤0.01%	423
2017 Q1	$9K	Sell	337 -24	-7%	-$643	﹤0.01%	401
2016 Q4	$10K	Buy	361 +191	+112%	+$5.29K	0.01%	374
2016 Q3	$5K	Buy	170 +18	+12%	+$564	﹤0.01%	475
2016 Q2	$4K	Buy	152 +21	+16%	+$642	﹤0.01%	485
2016 Q1	$4K	Sell	131 -47	-26%	-$1.24K	﹤0.01%	484
2015 Q4	$5K	Sell	178 -21	-11%	-$634	﹤0.01%	483
2015 Q3	$6K	Buy	+199	New	+$6.38K	﹤0.01%	445

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

WealthTrust-Arizona's FHI Position: Q4 2018 in Review

WealthTrust-Arizona increased its Federated Hermes (FHI) stake by 55% in Q4 2018, buying an estimated $2.76K and bringing the position to 313 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

WealthTrust-Arizona first reported a position in FHI in Q3 2015 and has held it in 14 quarters since. The position peaked at $11K in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

WealthTrust-Arizona held 313 shares of Federated Hermes worth $8K as of Q4 2018.
WealthTrust-Arizona bought 111 Federated Hermes shares in Q4 2018, an estimated $2.76K.
Federated Hermes made up ﹤0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #403 holding.
WealthTrust-Arizona first reported a position in Federated Hermes in Q3 2015 and has held it in 14 quarters since.
WealthTrust-Arizona's Federated Hermes position peaked at $11K in Q4 2017.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.