Howe & Rusling’s Hancock Whitney HWC Stock Holding History

Howe & Rusling’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
2020 Q2	–	Sell	-27	Closed	-$1K	–	847
2020 Q1	$1K	Sell	27 -2	-7%	-$69	﹤0.01%	709
2019 Q4	$1K	Hold	29	–	–	﹤0.01%	753
2019 Q3	$1K	Hold	29	–	–	﹤0.01%	762
2019 Q2	$1K	Buy	29 +3	+12%	+$124	﹤0.01%	737
2019 Q1	$1K	Sell	26 -5	-16%	-$205	﹤0.01%	737
2018 Q4	$1K	Buy	31 +9	+41%	+$365	﹤0.01%	737
2018 Q3	$1K	Hold	22	–	–	﹤0.01%	790
2018 Q2	$1K	Hold	22	–	–	﹤0.01%	744
2018 Q1	$1K	Sell	22 -4	-15%	-$214	﹤0.01%	853
2017 Q4	$1K	Hold	26	–	–	﹤0.01%	785
2017 Q3	$1K	Hold	26	–	–	﹤0.01%	829
2017 Q2	$1K	Hold	26	–	–	﹤0.01%	890
2017 Q1	$1K	Sell	26 -4	-13%	-$183	﹤0.01%	927
2016 Q4	$1K	Hold	30	–	–	﹤0.01%	958
2016 Q3	$1K	Buy	+30	New	+$907	﹤0.01%	959

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Howe & Rusling's HWC Position: Q2 2020 in Review

Howe & Rusling sold out of Hancock Whitney (HWC) in Q2 2020, closing a stake of 27 shares — an estimated $1K sold.

Howe & Rusling first reported a position in HWC in Q3 2016 and held it in 15 quarters. The position peaked at $1K in Q1 2020. 203 funds tracked by Wall St. Rank hold HWC as of Q2 2020.

Howe & Rusling reported no remaining Hancock Whitney position as of Q2 2020 after selling out during the quarter.
Howe & Rusling sold 27 Hancock Whitney shares in Q2 2020, an estimated $1K.
Howe & Rusling first reported a position in Hancock Whitney in Q3 2016 and held it in 15 quarters.
Howe & Rusling's Hancock Whitney position peaked at $1K in Q1 2020.
203 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2020.

Based on Howe & Rusling's 13F filing for Q2 2020, filed 15 Jul 2020.