Whittier Trust’s Federated Hermes FHI Stock Holding History

Whittier Trust’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	-198	Closed	-$5K	–	1277
2017 Q1	$5K	Buy	+198	New	+$5.3K	﹤0.01%	1134

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Whittier Trust's FHI Position: Q2 2017 in Review

Whittier Trust sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 198 shares — an estimated $5K sold.

Whittier Trust first reported a position in FHI in Q1 2017 and held it in 1 quarter. The position peaked at $5K in Q1 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

Whittier Trust reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
Whittier Trust sold 198 Federated Hermes shares in Q2 2017, an estimated $5K.
Whittier Trust first reported a position in Federated Hermes in Q1 2017 and held it in 1 quarter.
Whittier Trust's Federated Hermes position peaked at $5K in Q1 2017.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on Whittier Trust's 13F filing for Q2 2017, filed 20 Jul 2017.