CWM
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Cahaba Wealth Management’s Hancock Whitney HWC Stock Holding History

Cahaba Wealth 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
2018
Q4 		– Sell
-13,724
Closed -$643K – 73
2018
Q3 		$643K Buy
13,724
+7,941
+137% +$400K 0.21% 42
2018
Q2 		$298K Buy
+5,783
New +$293K 0.1% 55

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Cahaba Wealth Management's HWC Position: Q4 2018 in Review

Cahaba Wealth Management sold out of Hancock Whitney (HWC) in Q4 2018, closing a stake of 13,724 shares — an estimated $643K sold.

Cahaba Wealth Management first reported a position in HWC in Q2 2018 and held it in 2 quarters. The position peaked at $643K in Q3 2018. 247 funds tracked by Wall St. Rank hold HWC as of Q4 2018.

  • Cahaba Wealth Management reported no remaining Hancock Whitney position as of Q4 2018 after selling out during the quarter.
  • Cahaba Wealth Management sold 13,724 Hancock Whitney shares in Q4 2018, an estimated $643K.
  • Cahaba Wealth Management first reported a position in Hancock Whitney in Q2 2018 and held it in 2 quarters.
  • Cahaba Wealth Management's Hancock Whitney position peaked at $643K in Q3 2018.
  • 247 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2018.

Based on Cahaba Wealth Management's 13F filing for Q4 2018, filed 14 Jan 2019.