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Westover Capital Advisors’s Federated Hermes FHI Stock Holding History

Westover Capital Advisors’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
Q3 		– Sell
-96,270
Closed -$2.72M – 121
2017
Q2 		$2.72M Sell
96,270
-9,642
-9% -$257K 1.79% 19
2017
Q1 		$2.79M Buy
105,912
+1,589
+2% +$42.5K 1.86% 20
2016
Q4 		$2.95M Buy
104,323
+84,041
+414% +$2.33M 2.11% 18
2016
Q3 		$601K Buy
+20,282
New +$635K 0.45% 60

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Westover Capital Advisors's FHI Position: Q3 2017 in Review

Westover Capital Advisors sold out of Federated Hermes (FHI) in Q3 2017, closing a stake of 96,270 shares — an estimated $2.72M sold.

Westover Capital Advisors first reported a position in FHI in Q3 2016 and held it in 4 quarters. The position peaked at $2.95M in Q4 2016. 282 funds tracked by Wall St. Rank hold FHI as of Q3 2017.

  • Westover Capital Advisors reported no remaining Federated Hermes position as of Q3 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 96,270 Federated Hermes shares in Q3 2017, an estimated $2.72M.
  • Westover Capital Advisors first reported a position in Federated Hermes in Q3 2016 and held it in 4 quarters.
  • Westover Capital Advisors's Federated Hermes position peaked at $2.95M in Q4 2016.
  • 282 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2017.

Based on Westover Capital Advisors's 13F filing for Q3 2017, filed 14 Nov 2017.