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Dean Investment Associates’s Hancock Whitney HWC Stock Holding History

Dean Investment Associates’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
Q1 		– Sell
-34,251
Closed -$1.48M – 206
2016
Q4 		$1.48M Sell
34,251
-176,440
-84% -$6.71M 0.25% 113
2016
Q3 		$6.83M Buy
210,691
+5,725
+3% +$173K 1.27% 6
2016
Q2 		$5.35M Buy
204,966
+32,406
+19% +$825K 1.05% 18
2016
Q1 		$3.96M Buy
+172,560
New +$4.06M 0.81% 50

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Dean Investment Associates's HWC Position: Q1 2017 in Review

Dean Investment Associates sold out of Hancock Whitney (HWC) in Q1 2017, closing a stake of 34,251 shares — an estimated $1.48M sold.

Dean Investment Associates first reported a position in HWC in Q1 2016 and held it in 4 quarters. The position peaked at $6.83M in Q3 2016. 239 funds tracked by Wall St. Rank hold HWC as of Q1 2017.

  • Dean Investment Associates reported no remaining Hancock Whitney position as of Q1 2017 after selling out during the quarter.
  • Dean Investment Associates sold 34,251 Hancock Whitney shares in Q1 2017, an estimated $1.48M.
  • Dean Investment Associates first reported a position in Hancock Whitney in Q1 2016 and held it in 4 quarters.
  • Dean Investment Associates's Hancock Whitney position peaked at $6.83M in Q3 2016.
  • 239 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2017.

Based on Dean Investment Associates's 13F filing for Q1 2017, filed 9 May 2017.