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Advisor Group’s Hancock Whitney HWC Stock Holding History

Advisor Group’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$29K Sell
665
-33
-5% -$1.34K ﹤0.01% 3747
2019
Q3 		$27K Hold
698
– – ﹤0.01% 3768
2019
Q2 		$28K Sell
698
-57
-8% -$2.35K ﹤0.01% 3753
2019
Q1 		$30K Buy
755
+141
+23% +$5.78K ﹤0.01% 3723
2018
Q4 		$21K Sell
614
-155
-20% -$6.28K ﹤0.01% 3770
2018
Q3 		$37K Sell
769
-6,514
-89% -$328K ﹤0.01% 3501
2018
Q2 		$340K Sell
7,283
-159
-2% -$8.07K ﹤0.01% 1603
2018
Q1 		$385K Sell
7,442
-447
-6% -$23.9K 0.01% 1500
2017
Q4 		$390K Sell
7,889
-161
-2% -$7.96K 0.01% 1489
2017
Q3 		$390K Sell
8,050
-1,254
-13% -$57.4K 0.01% 1353
2017
Q2 		$456K Buy
9,304
+113
+1% +$5.32K 0.01% 1207
2017
Q1 		$419K Buy
9,191
+1,008
+12% +$46K 0.01% 1169
2016
Q4 		$352K Buy
8,183
+7,426
+981% +$282K 0.01% 1207
2016
Q3 		$25K Buy
757
+512
+209% +$15.5K ﹤0.01% 3011
2016
Q2 		$6K Buy
+245
New +$6.23K ﹤0.01% 3708

Other funds holding HWC

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Advisor Group's HWC Position: Q4 2019 in Review

Advisor Group reduced its Hancock Whitney (HWC) stake by 4.7% in Q4 2019, selling an estimated $1.34K and leaving 665 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #3747.

Advisor Group first reported a position in HWC in Q2 2016 and has held it in 15 quarters since. The position peaked at $456K in Q2 2017. 241 funds tracked by Wall St. Rank hold HWC as of Q4 2019.

  • Advisor Group held 665 shares of Hancock Whitney worth $29K as of Q4 2019.
  • Advisor Group sold 33 Hancock Whitney shares in Q4 2019, an estimated $1.34K.
  • Hancock Whitney made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3747 holding.
  • Advisor Group first reported a position in Hancock Whitney in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Hancock Whitney position peaked at $456K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.