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Wharton Business Group’s Federated Hermes FHI Stock Holding History

Wharton Business 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
2017
Q2 		– Sell
-9,380
Closed -$247K – 115
2017
Q1 		$247K Sell
9,380
-72,895
-89% -$1.95M 0.03% 103
2016
Q4 		$2.33M Sell
82,275
-8,445
-9% -$234K 0.28% 55
2016
Q3 		$2.69M Sell
90,720
-5,581
-6% -$175K 0.33% 52
2016
Q2 		$2.77M Sell
96,301
-3,100
-3% -$94.8K 0.33% 56
2016
Q1 		$2.87M Sell
99,401
-12,419
-11% -$327K 0.32% 57
2015
Q4 		$3.2M Buy
111,820
+96,865
+648% +$2.92M 0.32% 59
2015
Q3 		$432K Sell
14,955
-44,280
-75% -$1.42M 0.04% 101
2015
Q2 		$1.98K Sell
59,235
-282,100
-83% -$9.72M 0.13% 74
2015
Q1 		$11.6M Buy
341,335
+32,310
+10% +$1.07M 0.95% 35
2014
Q4 		$10.2M Buy
309,025
+3,945
+1% +$122K 0.84% 40
2014
Q3 		$8.96M Buy
305,080
+84,651
+38% +$2.54M 0.8% 41
2014
Q2 		$6.82M Buy
220,429
+209,585
+1,933% +$6.09M 0.75% 40
2014
Q1 		$331K Sell
10,844
-2,718
-20% -$76.2K 0.03% 132
2013
Q4 		$391K Sell
13,562
-37,555
-73% -$1.03M 0.03% 124
2013
Q3 		$1.39M Buy
51,117
+2,510
+5% +$71.4K 0.12% 93
2013
Q2 		$1.33M Buy
+48,607
New +$1.23M 0.12% 95

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
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wharton Business Group's FHI Position: Q2 2017 in Review

Wharton Business Group sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 9,380 shares — an estimated $247K sold.

Wharton Business Group first reported a position in FHI in Q2 2013 and held it in 16 quarters. The position peaked at $11.6M in Q1 2015. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

  • Wharton Business Group reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
  • Wharton Business Group sold 9,380 Federated Hermes shares in Q2 2017, an estimated $247K.
  • Wharton Business Group first reported a position in Federated Hermes in Q2 2013 and held it in 16 quarters.
  • Wharton Business Group's Federated Hermes position peaked at $11.6M in Q1 2015.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on Wharton Business Group's 13F filing for Q2 2017, filed 10 Aug 2017.