ClearBridge Investments
HWC icon

ClearBridge Investments’s Hancock Whitney HWC Stock Holding History

ClearBridge Investments’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
2017
Q2 		– Sell
-577
Closed -$26K – 1186
2017
Q1 		$26K Buy
577
+260
+82% +$11.9K ﹤0.01% 969
2016
Q4 		$14K Buy
317
+176
+125% +$6.69K ﹤0.01% 1032
2016
Q3 		$5K Buy
+141
New +$4.26K ﹤0.01% 1044

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

ClearBridge Investments's HWC Position: Q2 2017 in Review

ClearBridge Investments sold out of Hancock Whitney (HWC) in Q2 2017, closing a stake of 577 shares — an estimated $26K sold.

ClearBridge Investments first reported a position in HWC in Q3 2016 and held it in 3 quarters. The position peaked at $26K in Q1 2017. 236 funds tracked by Wall St. Rank hold HWC as of Q2 2017.

  • ClearBridge Investments reported no remaining Hancock Whitney position as of Q2 2017 after selling out during the quarter.
  • ClearBridge Investments sold 577 Hancock Whitney shares in Q2 2017, an estimated $26K.
  • ClearBridge Investments first reported a position in Hancock Whitney in Q3 2016 and held it in 3 quarters.
  • ClearBridge Investments's Hancock Whitney position peaked at $26K in Q1 2017.
  • 236 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2017.

Based on ClearBridge Investments's 13F filing for Q2 2017, filed 14 Aug 2017.