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Bruderman Asset Management’s Hancock Whitney HWC Stock Holding History

Bruderman Asset Management’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
Q2 		– Sell
-160
Closed -$5K – 440
2015
Q1 		$5K Buy
+160
New +$4.58K ﹤0.01% 376

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 $3.38T AUM 44.17% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bruderman Asset Management's HWC Position: Q2 2015 in Review

Bruderman Asset Management sold out of Hancock Whitney (HWC) in Q2 2015, closing a stake of 160 shares — an estimated $5K sold.

Bruderman Asset Management first reported a position in HWC in Q1 2015 and held it in 1 quarter. The position peaked at $5K in Q1 2015. 194 funds tracked by Wall St. Rank hold HWC as of Q2 2015.

  • Bruderman Asset Management reported no remaining Hancock Whitney position as of Q2 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 160 Hancock Whitney shares in Q2 2015, an estimated $5K.
  • Bruderman Asset Management first reported a position in Hancock Whitney in Q1 2015 and held it in 1 quarter.
  • Bruderman Asset Management's Hancock Whitney position peaked at $5K in Q1 2015.
  • 194 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2015.

Based on Bruderman Asset Management's 13F filing for Q2 2015, filed 13 Aug 2015.