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Jacobus Wealth Management’s Hancock Whitney HWC Stock Holding History

Jacobus 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
2014
Q3 		– Sell
-2,911
Closed -$103K – 318
2014
Q2 		$103K Hold
2,911
– – 0.03% 310
2014
Q1 		$107K Buy
+2,911
New +$103K 0.03% 296

Other funds holding HWC

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 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

Jacobus Wealth Management's HWC Position: Q3 2014 in Review

Jacobus Wealth Management sold out of Hancock Whitney (HWC) in Q3 2014, closing a stake of 2,911 shares — an estimated $103K sold.

Jacobus Wealth Management first reported a position in HWC in Q1 2014 and held it in 2 quarters. The position peaked at $107K in Q1 2014. 196 funds tracked by Wall St. Rank hold HWC as of Q3 2014.

  • Jacobus Wealth Management reported no remaining Hancock Whitney position as of Q3 2014 after selling out during the quarter.
  • Jacobus Wealth Management sold 2,911 Hancock Whitney shares in Q3 2014, an estimated $103K.
  • Jacobus Wealth Management first reported a position in Hancock Whitney in Q1 2014 and held it in 2 quarters.
  • Jacobus Wealth Management's Hancock Whitney position peaked at $107K in Q1 2014.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2014.

Based on Jacobus Wealth Management's 13F filing for Q3 2014, filed 30 Oct 2014.