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Convergence Investment Partners’s Hancock Whitney HWC Stock Holding History

Convergence Investment Partners’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
Q3 		– Sell
-6,050
Closed -$242K – 327
2019
Q2 		$242K Buy
+6,050
New +$249K 0.06% 221
2017
Q1 		– Sell
-56,402
Closed -$2.43M – 353
2016
Q4 		$2.43M Buy
56,402
+13,145
+30% +$500K 0.34% 111
2016
Q3 		$1.4M Buy
+43,257
New +$1.31M 0.21% 190
2015
Q1 		– Sell
-50,863
Closed -$1.56M – 387
2014
Q4 		$1.56M Buy
+50,863
New +$1.65M 0.21% 169

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 $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Convergence Investment Partners's HWC Position: Q3 2019 in Review

Convergence Investment Partners sold out of Hancock Whitney (HWC) in Q3 2019, closing a stake of 6,050 shares — an estimated $242K sold.

Convergence Investment Partners first reported a position in HWC in Q4 2014 and held it in 4 quarters. The position peaked at $2.43M in Q4 2016. 248 funds tracked by Wall St. Rank hold HWC as of Q3 2019.

  • Convergence Investment Partners reported no remaining Hancock Whitney position as of Q3 2019 after selling out during the quarter.
  • Convergence Investment Partners sold 6,050 Hancock Whitney shares in Q3 2019, an estimated $242K.
  • Convergence Investment Partners first reported a position in Hancock Whitney in Q4 2014 and held it in 4 quarters.
  • Convergence Investment Partners's Hancock Whitney position peaked at $2.43M in Q4 2016.
  • 248 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2019.

Based on Convergence Investment Partners's 13F filing for Q3 2019, filed 22 Oct 2019.