WOC
FHI icon

West Oak Capital’s Federated Hermes FHI Stock Holding History

West Oak Capital’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
2017
Q1 		– Sell
-896
Closed -$25.3K – 377
2016
Q4 		$25.3K Sell
896
-156
-15% -$4.32K 0.02% 228
2016
Q3 		$31.2K Buy
1,052
+156
+17% +$4.88K 0.02% 215
2016
Q2 		$25.8K Buy
+896
New +$27.4K 0.02% 212

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

West Oak Capital's FHI Position: Q1 2017 in Review

West Oak Capital sold out of Federated Hermes (FHI) in Q1 2017, closing a stake of 896 shares — an estimated $25.3K sold.

West Oak Capital first reported a position in FHI in Q2 2016 and held it in 3 quarters. The position peaked at $31.2K in Q3 2016. 296 funds tracked by Wall St. Rank hold FHI as of Q1 2017.

  • West Oak Capital reported no remaining Federated Hermes position as of Q1 2017 after selling out during the quarter.
  • West Oak Capital sold 896 Federated Hermes shares in Q1 2017, an estimated $25.3K.
  • West Oak Capital first reported a position in Federated Hermes in Q2 2016 and held it in 3 quarters.
  • West Oak Capital's Federated Hermes position peaked at $31.2K in Q3 2016.
  • 296 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.