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WFG Advisors’s Federated Hermes FHI Stock Holding History

WFG 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
2013
Q4 		– Sell
-202
Closed -$5K – 2248
2013
Q3 		$5K Buy
202
+2
+1% +$57 ﹤0.01% 1728
2013
Q2 		$5K Buy
+200
New +$5.07K ﹤0.01% 1658

Other funds holding FHI

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
MG
Markel Group Glen Allen, Virginia $11.9B AUM 10.84% 1-Year Est. Return

WFG Advisors's FHI Position: Q4 2013 in Review

WFG Advisors sold out of Federated Hermes (FHI) in Q4 2013, closing a stake of 202 shares — an estimated $5K sold.

WFG Advisors first reported a position in FHI in Q2 2013 and held it in 2 quarters. The position peaked at $5K in Q3 2013. 255 funds tracked by Wall St. Rank hold FHI as of Q4 2013.

  • WFG Advisors reported no remaining Federated Hermes position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 202 Federated Hermes shares in Q4 2013, an estimated $5K.
  • WFG Advisors first reported a position in Federated Hermes in Q2 2013 and held it in 2 quarters.
  • WFG Advisors's Federated Hermes position peaked at $5K in Q3 2013.
  • 255 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.