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Capital Investment Advisory Services’s Hancock Whitney HWC Stock Holding History

Capital Investment Advisory Services’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
Q4 		– Sell
-348
Closed -$13K – 881
2019
Q3 		$13K Hold
348
– – ﹤0.01% 916
2019
Q2 		$14K Hold
348
– – ﹤0.01% 871
2019
Q1 		$14K Hold
348
– – 0.01% 770
2018
Q4 		$12K Buy
+348
New +$14.1K 0.01% 763

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Capital Investment Advisory Services's HWC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Hancock Whitney (HWC) in Q4 2019, closing a stake of 348 shares — an estimated $13K sold.

Capital Investment Advisory Services first reported a position in HWC in Q4 2018 and held it in 4 quarters. The position peaked at $14K in Q2 2019. 241 funds tracked by Wall St. Rank hold HWC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Hancock Whitney position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 348 Hancock Whitney shares in Q4 2019, an estimated $13K.
  • Capital Investment Advisory Services first reported a position in Hancock Whitney in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's Hancock Whitney position peaked at $14K in Q2 2019.
  • 241 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.