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Gary Goldberg Planning Services’s Hancock Whitney HWC Stock Holding History

Gary Goldberg Planning 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
2014
Q4 		$41K Sell
1,335
-282
-17% -$9.16K 0.02% 239
2014
Q3 		$52K Sell
1,617
-112
-6% -$3.74K 0.02% 216
2014
Q2 		$61K Sell
1,729
-1,955
-53% -$67.5K 0.03% 199
2014
Q1 		$135K Buy
3,684
+1,829
+99% +$65K 0.07% 127
2013
Q4 		$68K Buy
1,855
+321
+21% +$10.8K 0.04% 172
2013
Q3 		$48K Buy
1,534
+7
+0.5% +$227 0.03% 202
2013
Q2 		$46K Buy
+1,527
New +$43.6K 0.03% 192

Other funds holding HWC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gary Goldberg Planning Services's HWC Position: Q4 2014 in Review

Gary Goldberg Planning Services reduced its Hancock Whitney (HWC) stake by 17% in Q4 2014, selling an estimated $9.16K and leaving 1,335 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #239.

Gary Goldberg Planning Services first reported a position in HWC in Q2 2013 and has held it in 7 quarters since. The position peaked at $135K in Q1 2014. 211 funds tracked by Wall St. Rank hold HWC as of Q4 2014.

  • Gary Goldberg Planning Services held 1,335 shares of Hancock Whitney worth $41K as of Q4 2014.
  • Gary Goldberg Planning Services sold 282 Hancock Whitney shares in Q4 2014, an estimated $9.16K.
  • Hancock Whitney made up 0.02% of Gary Goldberg Planning Services's portfolio in Q4 2014, its #239 holding.
  • Gary Goldberg Planning Services first reported a position in Hancock Whitney in Q2 2013 and has held it in 7 quarters since.
  • Gary Goldberg Planning Services's Hancock Whitney position peaked at $135K in Q1 2014.
  • 211 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2014.

Based on Gary Goldberg Planning Services's 13F filing for Q4 2014, filed 9 Feb 2015.