Wright Investors Service’s Federated Hermes FHI Stock Holding History

Wright Investors Service’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
2016 Q4	–	Sell	-28,820	Closed	-$854K	–	235
2016 Q3	$854K	Sell	28,820 -1,420	-5%	-$44.5K	0.36%	93
2016 Q2	$870K	Buy	30,240 +6,325	+26%	+$193K	0.36%	95
2016 Q1	$690K	Buy	+23,915	New	+$629K	0.27%	123
2013 Q4	–	Sell	-11,123	Closed	-$302K	–	225
2013 Q3	$302K	Sell	11,123 -2,070	-16%	-$58.9K	0.14%	186
2013 Q2	$362K	Buy	+13,193	New	+$335K	0.17%	164

Other funds holding FHI

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

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

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Wright Investors Service's FHI Position: Q4 2016 in Review

Wright Investors Service sold out of Federated Hermes (FHI) in Q4 2016, closing a stake of 28,820 shares — an estimated $854K sold.

Wright Investors Service first reported a position in FHI in Q2 2013 and held it in 5 quarters. The position peaked at $870K in Q2 2016. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

Wright Investors Service reported no remaining Federated Hermes position as of Q4 2016 after selling out during the quarter.
Wright Investors Service sold 28,820 Federated Hermes shares in Q4 2016, an estimated $854K.
Wright Investors Service first reported a position in Federated Hermes in Q2 2013 and held it in 5 quarters.
Wright Investors Service's Federated Hermes position peaked at $870K in Q2 2016.
321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on Wright Investors Service's 13F filing for Q4 2016, filed 27 Jan 2017.