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Avantax Planning Partners’s Hancock Whitney HWC Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-116
Closed -$5K – 779
2018
Q1 		$5K Buy
+116
New +$6.2K ﹤0.01% 1323

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Dimensional Fund Advisors
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Avantax Planning Partners's HWC Position: Q2 2018 in Review

Avantax Planning Partners sold out of Hancock Whitney (HWC) in Q2 2018, closing a stake of 116 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in HWC in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 258 funds tracked by Wall St. Rank hold HWC as of Q2 2018.

  • Avantax Planning Partners reported no remaining Hancock Whitney position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 116 Hancock Whitney shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Hancock Whitney in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Hancock Whitney position peaked at $5K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.