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Beacon Pointe Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Beacon Pointe Wealth Advisors’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
Q2 		– Sell
-4,987
Closed -$201K – 271
2019
Q1 		$201K Buy
+4,987
New +$204K 0.05% 250

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Beacon Pointe Wealth Advisors's HWC Position: Q2 2019 in Review

Beacon Pointe Wealth Advisors sold out of Hancock Whitney (HWC) in Q2 2019, closing a stake of 4,987 shares — an estimated $201K sold.

Beacon Pointe Wealth Advisors first reported a position in HWC in Q1 2019 and held it in 1 quarter. The position peaked at $201K in Q1 2019. 247 funds tracked by Wall St. Rank hold HWC as of Q2 2019.

  • Beacon Pointe Wealth Advisors reported no remaining Hancock Whitney position as of Q2 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 4,987 Hancock Whitney shares in Q2 2019, an estimated $201K.
  • Beacon Pointe Wealth Advisors first reported a position in Hancock Whitney in Q1 2019 and held it in 1 quarter.
  • Beacon Pointe Wealth Advisors's Hancock Whitney position peaked at $201K in Q1 2019.
  • 247 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.