Hancock Whitney’s iShares 0-5 Year High Yield Corporate Bond ETF SHYG Stock Holding History

Hancock Whitney’s Portfolio SHYG Stock Details SHYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-8,559	Closed	-$403K	–	603
2017 Q4	$403K	Buy	8,559 +224	+3%	+$10.6K	0.02%	464
2017 Q3	$399K	Buy	8,335 +210	+3%	+$10K	0.02%	449
2017 Q2	$389K	Hold	8,125	–	–	0.02%	448
2017 Q1	$388K	Buy	8,125 +841	+12%	+$40K	0.02%	459
2016 Q4	$345K	Sell	7,284 -39,056	-84%	-$1.84M	0.01%	474
2016 Q3	$2.19M	Sell	46,340 -250	-0.5%	-$11.7K	0.09%	251
2016 Q2	$2.16M	Buy	46,590 +469	+1%	+$21.4K	0.09%	238
2016 Q1	$2.08K	Sell	46,121 -950	-2%	-$41.9K	0.09%	254
2015 Q4	$2.1M	Sell	47,071 -4,893	-9%	-$224K	0.09%	255
2015 Q3	$2.38M	Sell	51,964 -5,107	-9%	-$242K	0.1%	246
2015 Q2	$2.8M	Hold	57,071	–	–	0.11%	230
2015 Q1	$2.8M	Sell	57,071 -35,944	-39%	-$1.75M	0.11%	230
2014 Q4	$4.52M	Hold	93,015	–	–	0.17%	199
2014 Q3	$4.6M	Sell	93,015 -11,528	-11%	-$579K	0.18%	199
2014 Q2	$5.32M	Buy	104,543 +46,700	+81%	+$2.37M	0.19%	199
2014 Q1	$2.94M	Buy	57,843 +21,873	+61%	+$1.11M	0.11%	212
2013 Q4	$1.82M	Buy	+35,970	New	+$1.81M	0.07%	241

Other funds holding SHYG

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Hancock Whitney's SHYG Position: Q1 2018 in Review

Hancock Whitney sold out of iShares 0-5 Year High Yield Corporate Bond ETF (SHYG) in Q1 2018, closing a stake of 8,559 shares — an estimated $403K sold.

Hancock Whitney first reported a position in SHYG in Q4 2013 and held it in 17 quarters. The position peaked at $5.32M in Q2 2014. 182 funds tracked by Wall St. Rank hold SHYG as of Q1 2018.

Hancock Whitney reported no remaining iShares 0-5 Year High Yield Corporate Bond ETF position as of Q1 2018 after selling out during the quarter.
Hancock Whitney sold 8,559 iShares 0-5 Year High Yield Corporate Bond ETF shares in Q1 2018, an estimated $403K.
Hancock Whitney first reported a position in iShares 0-5 Year High Yield Corporate Bond ETF in Q4 2013 and held it in 17 quarters.
Hancock Whitney's iShares 0-5 Year High Yield Corporate Bond ETF position peaked at $5.32M in Q2 2014.
182 funds tracked by Wall St. Rank held iShares 0-5 Year High Yield Corporate Bond ETF as of Q1 2018.

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