Hancock Whitney’s iShares US Real Estate ETF IYR Stock Holding History

Hancock Whitney’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-3,186	Closed	-$258K	–	580
2017 Q4	$258K	Buy	+3,186	New	+$259K	0.01%	510
2017 Q1	–	Sell	-2,983	Closed	-$230K	–	576
2016 Q4	$230K	Buy	+2,983	New	+$227K	0.01%	498
2016 Q3	–	Sell	-3,675	Closed	-$303K	–	573
2016 Q2	$303K	Hold	3,675	–	–	0.01%	470
2016 Q1	$286	Sell	3,675 -1,768	-32%	-$128K	0.01%	478
2015 Q4	$409K	Hold	5,443	–	–	0.02%	459
2015 Q3	$386K	Hold	5,443	–	–	0.02%	464
2015 Q2	$432K	Hold	5,443	–	–	0.02%	455
2015 Q1	$432K	Hold	5,443	–	–	0.02%	455
2014 Q4	$418K	Sell	5,443 -350	-6%	-$26.2K	0.02%	449
2014 Q3	$401K	Buy	5,793 +1,043	+22%	+$75.6K	0.02%	442
2014 Q2	$341K	Hold	4,750	–	–	0.01%	449
2014 Q1	$321K	Sell	4,750 -225	-5%	-$14.9K	0.01%	459
2013 Q4	$314K	Sell	4,975 -1,643	-25%	-$106K	0.01%	452
2013 Q3	$422K	Sell	6,618 -725	-10%	-$47.4K	0.02%	395
2013 Q2	$488K	Buy	+7,343	New	+$519K	0.02%	348

Other funds holding IYR

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hancock Whitney's IYR Position: Q1 2018 in Review

Hancock Whitney sold out of iShares US Real Estate ETF (IYR) in Q1 2018, closing a stake of 3,186 shares — an estimated $258K sold.

Hancock Whitney first reported a position in IYR in Q2 2013 and held it in 15 quarters. The position peaked at $488K in Q2 2013. 362 funds tracked by Wall St. Rank hold IYR as of Q1 2018.

Hancock Whitney reported no remaining iShares US Real Estate ETF position as of Q1 2018 after selling out during the quarter.
Hancock Whitney sold 3,186 iShares US Real Estate ETF shares in Q1 2018, an estimated $258K.
Hancock Whitney first reported a position in iShares US Real Estate ETF in Q2 2013 and held it in 15 quarters.
Hancock Whitney's iShares US Real Estate ETF position peaked at $488K in Q2 2013.
362 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2018.

Based on Hancock Whitney's 13F filing for Q1 2018, filed 15 May 2018.