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Broadview Advisors’s Hancock Whitney HWC Stock Holding History

Broadview 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
2015
Q4 		– Sell
-195,725
Closed -$5.29M – 101
2015
Q3 		$5.29M Sell
195,725
-102,900
-34% -$2.92M 0.73% 53
2015
Q2 		$9.53M Sell
298,625
-10,575
-3% -$321K 1% 42
2015
Q1 		$9.23M Buy
309,200
+250
+0.1% +$7.15K 0.92% 51
2014
Q4 		$9.48M Sell
308,950
-1,650
-0.5% -$53.6K 0.96% 45
2014
Q3 		$9.96M Buy
310,600
+1,500
+0.5% +$50K 1.09% 49
2014
Q2 		$10.9M Sell
309,100
-50
-0% -$1.73K 1.06% 45
2014
Q1 		$11.3M Buy
309,150
+3,100
+1% +$110K 1.13% 40
2013
Q4 		$11.2M Buy
306,050
+38,225
+14% +$1.29M 1.21% 37
2013
Q3 		$8.4M Sell
267,825
-3,600
-1% -$117K 0.97% 50
2013
Q2 		$8.16M Buy
+271,425
New +$7.76M 1.15% 35

Other funds holding HWC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Broadview Advisors's HWC Position: Q4 2015 in Review

Broadview Advisors sold out of Hancock Whitney (HWC) in Q4 2015, closing a stake of 195,725 shares — an estimated $5.29M sold.

Broadview Advisors first reported a position in HWC in Q2 2013 and held it in 10 quarters. The position peaked at $11.3M in Q1 2014. 196 funds tracked by Wall St. Rank hold HWC as of Q4 2015.

  • Broadview Advisors reported no remaining Hancock Whitney position as of Q4 2015 after selling out during the quarter.
  • Broadview Advisors sold 195,725 Hancock Whitney shares in Q4 2015, an estimated $5.29M.
  • Broadview Advisors first reported a position in Hancock Whitney in Q2 2013 and held it in 10 quarters.
  • Broadview Advisors's Hancock Whitney position peaked at $11.3M in Q1 2014.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2015.

Based on Broadview Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.