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Winfield Associates’s Federated Hermes FHI Stock Holding History

Winfield Associates’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
2018
Q1 		– Sell
-60
Closed -$3K – 304
2017
Q4 		$3K Hold
60
– – ﹤0.01% 590
2017
Q3 		$2K Hold
60
– – ﹤0.01% 605
2017
Q2 		$2K Buy
+60
New +$1.6K ﹤0.01% 680
2017
Q1 		– Sell
-30
Closed -$1K – 769
2016
Q4 		$1K Buy
+30
New +$831 ﹤0.01% 625

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Winfield Associates's FHI Position: Q1 2018 in Review

Winfield Associates sold out of Federated Hermes (FHI) in Q1 2018, closing a stake of 60 shares — an estimated $3K sold.

Winfield Associates first reported a position in FHI in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q4 2017. 333 funds tracked by Wall St. Rank hold FHI as of Q1 2018.

  • Winfield Associates reported no remaining Federated Hermes position as of Q1 2018 after selling out during the quarter.
  • Winfield Associates sold 60 Federated Hermes shares in Q1 2018, an estimated $3K.
  • Winfield Associates first reported a position in Federated Hermes in Q4 2016 and held it in 4 quarters.
  • Winfield Associates's Federated Hermes position peaked at $3K in Q4 2017.
  • 333 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2018.

Based on Winfield Associates's 13F filing for Q1 2018, filed 10 May 2018.