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Jupiter Investment Management’s Hancock Whitney HWC Stock Holding History

Jupiter Investment 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
2017
Q4 		– Sell
-150
Closed -$7K – 393
2017
Q3 		$7K Hold
150
– – ﹤0.01% 340
2017
Q2 		$7K Sell
150
-250,689
-100% -$11.8M ﹤0.01% 392
2017
Q1 		$11.4M Sell
250,839
-120,783
-33% -$5.51M 0.16% 109
2016
Q4 		$16M Buy
371,622
+72,523
+24% +$2.76M 0.28% 95
2016
Q3 		$9.7M Buy
299,099
+280,826
+1,537% +$8.49M 0.17% 115
2016
Q2 		$477K Buy
+18,273
New +$465K 0.01% 345
2016
Q1 		– Sell
-68,378
Closed -$1.72M – 491
2015
Q4 		$1.72M Buy
+68,378
New +$1.87M 0.05% 166

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Jupiter Investment Management's HWC Position: Q4 2017 in Review

Jupiter Investment Management sold out of Hancock Whitney (HWC) in Q4 2017, closing a stake of 150 shares — an estimated $7K sold.

Jupiter Investment Management first reported a position in HWC in Q4 2015 and held it in 7 quarters. The position peaked at $16M in Q4 2016. 258 funds tracked by Wall St. Rank hold HWC as of Q4 2017.

  • Jupiter Investment Management reported no remaining Hancock Whitney position as of Q4 2017 after selling out during the quarter.
  • Jupiter Investment Management sold 150 Hancock Whitney shares in Q4 2017, an estimated $7K.
  • Jupiter Investment Management first reported a position in Hancock Whitney in Q4 2015 and held it in 7 quarters.
  • Jupiter Investment Management's Hancock Whitney position peaked at $16M in Q4 2016.
  • 258 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2017.

Based on Jupiter Investment Management's 13F filing for Q4 2017, filed 8 Feb 2018.