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Independence Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Independence Wealth Advisors’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-10,774
Closed -$159K – 20
2018
Q2 		$159K Hold
10,774
– – 0.17% 20
2018
Q1 		$163K Hold
10,774
– – 0.15% 26
2017
Q4 		$157K Buy
+10,774
New +$151K 0.14% 26

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Independence Wealth Advisors's HBAN Position: Q3 2018 in Review

Independence Wealth Advisors sold out of Huntington Bancshares (HBAN) in Q3 2018, closing a stake of 10,774 shares — an estimated $159K sold.

Independence Wealth Advisors first reported a position in HBAN in Q4 2017 and held it in 3 quarters. The position peaked at $163K in Q1 2018. 679 funds tracked by Wall St. Rank hold HBAN as of Q3 2018.

  • Independence Wealth Advisors reported no remaining Huntington Bancshares position as of Q3 2018 after selling out during the quarter.
  • Independence Wealth Advisors sold 10,774 Huntington Bancshares shares in Q3 2018, an estimated $159K.
  • Independence Wealth Advisors first reported a position in Huntington Bancshares in Q4 2017 and held it in 3 quarters.
  • Independence Wealth Advisors's Huntington Bancshares position peaked at $163K in Q1 2018.
  • 679 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2018.

Based on Independence Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.