BWA
HWC icon

Burt Wealth Advisors’s Hancock Whitney HWC Stock Holding History

Burt 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
2016
Q2 		– Sell
-11
Closed -$1K – 485
2016
Q1 		$1K Buy
+11
New +$259 ﹤0.01% 515

Other funds holding HWC

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Burt Wealth Advisors's HWC Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Hancock Whitney (HWC) in Q2 2016, closing a stake of 11 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in HWC in Q1 2016 and held it in 1 quarter. The position peaked at $1K in Q1 2016. 196 funds tracked by Wall St. Rank hold HWC as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Hancock Whitney position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 11 Hancock Whitney shares in Q2 2016, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Hancock Whitney in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Hancock Whitney position peaked at $1K in Q1 2016.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.