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Hancock Whitney’s Broadridge BR Stock Holding History

Hancock Whitney’s Portfolio BR Stock Details BR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-17,933
Closed -$1.22M – 552
2017
Q1 		$1.22M Buy
17,933
+19
+0.1% +$1.29K 0.05% 272
2016
Q4 		$1.19M Hold
17,914
– – 0.04% 299
2016
Q3 		$1.21M Buy
17,914
+235
+1% +$16K 0.05% 281
2016
Q2 		$1.15M Hold
17,679
– – 0.05% 281
2016
Q1 		$1.05K Hold
17,679
– – 0.04% 290
2015
Q4 		$950K Sell
17,679
-700
-4% -$39.3K 0.04% 305
2015
Q3 		$1.02M Sell
18,379
-57,860
-76% -$3.11M 0.04% 281
2015
Q2 		$4.19M Hold
76,239
– – 0.16% 189
2015
Q1 		$4.19M Buy
76,239
+60,800
+394% +$3.09M 0.16% 189
2014
Q4 		$713K Buy
15,439
+2,439
+19% +$107K 0.03% 315
2014
Q3 		$541K Hold
13,000
– – 0.02% 361
2014
Q2 		$541K Buy
+13,000
New +$509K 0.02% 359
2013
Q3 		– Sell
-18,210
Closed -$484K – 489
2013
Q2 		$484K Buy
+18,210
New +$468K 0.02% 351

Other funds holding BR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return