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Hirtle Callaghan & Co’s Hancock Whitney HWC Stock Holding History

Hirtle Callaghan & Co’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
2015
Q1 		– Sell
-100
Closed -$3K – 181
2014
Q4 		$3K Buy
+100
New +$3.25K ﹤0.01% 483
2014
Q3 		– Sell
-100
Closed -$4K – 591
2014
Q2 		$4K Buy
+100
New +$3.45K ﹤0.01% 547
2014
Q1 		– Sell
-100
Closed -$4K – 654
2013
Q4 		$4K Hold
100
– – ﹤0.01% 510
2013
Q3 		$3K Buy
+100
New +$3.24K ﹤0.01% 532

Other funds holding HWC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Hirtle Callaghan & Co's HWC Position: Q1 2015 in Review

Hirtle Callaghan & Co sold out of Hancock Whitney (HWC) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

Hirtle Callaghan & Co first reported a position in HWC in Q3 2013 and held it in 4 quarters. The position peaked at $4K in Q2 2014. 193 funds tracked by Wall St. Rank hold HWC as of Q1 2015.

  • Hirtle Callaghan & Co reported no remaining Hancock Whitney position as of Q1 2015 after selling out during the quarter.
  • Hirtle Callaghan & Co sold 100 Hancock Whitney shares in Q1 2015, an estimated $3K.
  • Hirtle Callaghan & Co first reported a position in Hancock Whitney in Q3 2013 and held it in 4 quarters.
  • Hirtle Callaghan & Co's Hancock Whitney position peaked at $4K in Q2 2014.
  • 193 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2015.

Based on Hirtle Callaghan & Co's 13F filing for Q1 2015, filed 15 May 2015.