Hancock Whitney’s JPMorgan Chase & Co. JPM.PRB.CL Stock Holding History

Hancock Whitney’s Portfolio JPM.PRB.CL Stock Details JPM.PRB.CL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	–	Sell	-16,000	Closed	-$443	–	627
2016 Q1	$443	Hold	16,000	–	–	0.02%	453
2015 Q4	$440K	Hold	16,000	–	–	0.02%	454
2015 Q3	$429K	Hold	16,000	–	–	0.02%	458
2015 Q2	$431K	Hold	16,000	–	–	0.02%	456
2015 Q1	$431K	Hold	16,000	–	–	0.02%	456
2014 Q4	$423K	Hold	16,000	–	–	0.02%	448
2014 Q3	$409K	Hold	16,000	–	–	0.02%	439
2014 Q2	$414K	Hold	16,000	–	–	0.02%	435
2014 Q1	$406K	Buy	+16,000	New	+$401K	0.02%	447

Other funds holding JPM.PRB.CL

EHC

Everett Harris & Co Los Angeles, California $7.77B AUM 9.43% 1-Year Est. Return

KIA

KCM Investment Advisors Greenbrae, California $3.01B AUM 21.97% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.2B AUM 18.37% 1-Year Est. Return

FBB

Fulton Breakefield Broenniman Bethesda, Maryland $1.53B AUM 18.11% 1-Year Est. Return

RIG

Roosevelt Investment Group New York $1.39B AUM 5.42% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Cobiz Wealth Denver, Colorado $506M AUM 11.06% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOAMC

Spirit of America Management Corp Syosset, New York $530M AUM 36.47% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Hancock Whitney's JPM.PRB.CL Position: Q2 2016 in Review

Hancock Whitney sold out of JPMorgan Chase & Co. (JPM.PRB.CL) in Q2 2016, closing a stake of 16,000 shares — an estimated $443 sold.

Hancock Whitney first reported a position in JPM.PRB.CL in Q1 2014 and held it in 9 quarters. The position peaked at $440K in Q4 2015. 16 funds tracked by Wall St. Rank hold JPM.PRB.CL as of Q2 2016.

Hancock Whitney reported no remaining JPMorgan Chase & Co. position as of Q2 2016 after selling out during the quarter.
Hancock Whitney sold 16,000 JPMorgan Chase & Co. shares in Q2 2016, an estimated $443.
Hancock Whitney first reported a position in JPMorgan Chase & Co. in Q1 2014 and held it in 9 quarters.
Hancock Whitney's JPMorgan Chase & Co. position peaked at $440K in Q4 2015.
16 funds tracked by Wall St. Rank held JPMorgan Chase & Co. as of Q2 2016.

Based on Hancock Whitney's 13F filing for Q2 2016, filed 9 Aug 2016.