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James Investment Research’s Hancock Whitney HWC Stock Holding History

James Investment Research’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
Q1 		– Sell
-2,205
Closed -$109K – 810
2017
Q4 		$109K Sell
2,205
-470
-18% -$23.2K ﹤0.01% 589
2017
Q3 		$130K Hold
2,675
– – ﹤0.01% 567
2017
Q2 		$131K Hold
2,675
– – ﹤0.01% 537
2017
Q1 		$122K Hold
2,675
– – ﹤0.01% 473
2016
Q4 		$115K Buy
+2,675
New +$102K ﹤0.01% 351

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 $3.37T AUM 44.26% 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
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

James Investment Research's HWC Position: Q1 2018 in Review

James Investment Research sold out of Hancock Whitney (HWC) in Q1 2018, closing a stake of 2,205 shares — an estimated $109K sold.

James Investment Research first reported a position in HWC in Q4 2016 and held it in 5 quarters. The position peaked at $131K in Q2 2017. 254 funds tracked by Wall St. Rank hold HWC as of Q1 2018.

  • James Investment Research reported no remaining Hancock Whitney position as of Q1 2018 after selling out during the quarter.
  • James Investment Research sold 2,205 Hancock Whitney shares in Q1 2018, an estimated $109K.
  • James Investment Research first reported a position in Hancock Whitney in Q4 2016 and held it in 5 quarters.
  • James Investment Research's Hancock Whitney position peaked at $131K in Q2 2017.
  • 254 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2018.

Based on James Investment Research's 13F filing for Q1 2018, filed 12 Apr 2018.