Independent Portfolio Consultants’s Hancock Whitney HWC Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$9K	Hold	190	–	–	﹤0.01%	730
2017 Q1	$9K	Sell	190 -385	-67%	-$17.6K	﹤0.01%	760
2016 Q4	$25K	Sell	575 -620	-52%	-$23.6K	0.01%	604
2016 Q3	$39K	Sell	1,195 -10	-0.8%	-$302	0.01%	583
2016 Q2	$31K	Hold	1,205	–	–	0.01%	604
2016 Q1	$28K	Sell	1,205 -280	-19%	-$6.59K	0.01%	638
2015 Q4	$37K	Hold	1,485	–	–	0.01%	615
2015 Q3	$40K	Sell	1,485 -305	-17%	-$8.66K	0.01%	611
2015 Q2	$57K	Sell	1,790 -175	-9%	-$5.31K	0.01%	606
2015 Q1	$59K	Sell	1,965 -1,125	-36%	-$32.2K	0.01%	590
2014 Q4	$95K	Buy	3,090 +155	+5%	+$5.04K	0.02%	519
2014 Q3	$94K	Buy	2,935 +440	+18%	+$14.7K	0.03%	563
2014 Q2	$88K	Buy	+2,495	New	+$86.1K	0.02%	547

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

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

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

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Independent Portfolio Consultants's HWC Position: Q2 2017 in Review

Independent Portfolio Consultants held its Hancock Whitney (HWC) position steady in Q2 2017 at 190 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #730.

Independent Portfolio Consultants first reported a position in HWC in Q2 2014 and has held it in 13 quarters since. The position peaked at $95K in Q4 2014. 236 funds tracked by Wall St. Rank hold HWC as of Q2 2017.

Independent Portfolio Consultants held 190 shares of Hancock Whitney worth $9K as of Q2 2017.
Independent Portfolio Consultants left its Hancock Whitney share count unchanged in Q2 2017.
Hancock Whitney made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #730 holding.
Independent Portfolio Consultants first reported a position in Hancock Whitney in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's Hancock Whitney position peaked at $95K in Q4 2014.
236 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.