WESCAP Management Group’s Federated Hermes FHI Stock Holding History

WESCAP Management Group’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	-7,545	Closed	-$252K	–	74
2018 Q1	$252K	Sell	7,545 -35,729	-83%	-$1.21M	0.1%	76
2017 Q4	$1.56M	Sell	43,274 -4,113	-9%	-$133K	0.62%	41
2017 Q3	$1.41M	Buy	47,387 +126	+0.3%	+$3.54K	0.63%	38
2017 Q2	$1.33M	Sell	47,261 -2,956	-6%	-$78.9K	0.63%	37
2017 Q1	$1.32M	Buy	50,217 +6,658	+15%	+$178K	0.65%	38
2016 Q4	$1.23M	Sell	43,559 -1,214	-3%	-$33.6K	0.63%	35
2016 Q3	$1.33M	Sell	44,773 -920	-2%	-$28.8K	0.69%	33
2016 Q2	$1.31M	Buy	+45,693	New	+$1.4M	0.65%	34

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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

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

WESCAP Management Group's FHI Position: Q2 2018 in Review

WESCAP Management Group sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 7,545 shares — an estimated $252K sold.

WESCAP Management Group first reported a position in FHI in Q2 2016 and held it in 8 quarters. The position peaked at $1.56M in Q4 2017. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

WESCAP Management Group reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
WESCAP Management Group sold 7,545 Federated Hermes shares in Q2 2018, an estimated $252K.
WESCAP Management Group first reported a position in Federated Hermes in Q2 2016 and held it in 8 quarters.
WESCAP Management Group's Federated Hermes position peaked at $1.56M in Q4 2017.
293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on WESCAP Management Group's 13F filing for Q2 2018, filed 7 Aug 2018.