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IHT Wealth Management’s Hancock Whitney HWC Stock Holding History

IHT Wealth Management’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
2018
Q2 		– Sell
-29
Closed -$1K – 844
2018
Q1 		$1K Hold
29
– – ﹤0.01% 1596
2017
Q4 		$1K Hold
29
– – ﹤0.01% 1587
2017
Q3 		$1K Hold
29
– – ﹤0.01% 1315
2017
Q2 		$34K Hold
29
– – 0.02% 625
2017
Q1 		$1K Hold
29
– – ﹤0.01% 1169
2016
Q4 		$1K Buy
+29
New +$1.1K ﹤0.01% 1120

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

IHT Wealth Management's HWC Position: Q2 2018 in Review

IHT Wealth Management sold out of Hancock Whitney (HWC) in Q2 2018, closing a stake of 29 shares — an estimated $1K sold.

IHT Wealth Management first reported a position in HWC in Q4 2016 and held it in 6 quarters. The position peaked at $34K in Q2 2017. 258 funds tracked by Wall St. Rank hold HWC as of Q2 2018.

  • IHT Wealth Management reported no remaining Hancock Whitney position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 29 Hancock Whitney shares in Q2 2018, an estimated $1K.
  • IHT Wealth Management first reported a position in Hancock Whitney in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Hancock Whitney position peaked at $34K in Q2 2017.
  • 258 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.