IWM
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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 		$34 Hold
29
– – 0.02% 625
2017
Q1 		$1K Hold
29
– – ﹤0.01% 1169
2016
Q4 		$1K Buy
+29
New +$1.1K ﹤0.01% 1120

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State Street
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Dimensional Fund Advisors
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Macquarie Group
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Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
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Citadel Advisors
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Millennium Management
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return