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Ladenburg Thalmann Financial Services’s Hancock Whitney HWC Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$19K Buy
416
+60
+17% +$2.43K ﹤0.01% 4175
2019
Q3 		$14K Buy
356
+319
+862% +$12.1K ﹤0.01% 4228
2019
Q2 		$1K Buy
+37
New +$1.52K ﹤0.01% 5106
2019
Q1 		– Sell
-22
Closed -$1K – 5262
2018
Q4 		$1K Buy
+22
New +$891 ﹤0.01% 5045
2018
Q3 		– Sell
-208
Closed -$11K – 5218
2018
Q2 		$11K Hold
208
– – ﹤0.01% 4194
2018
Q1 		$11K Sell
208
-194
-48% -$10.4K ﹤0.01% 4194
2017
Q4 		$20K Sell
402
-219
-35% -$10.8K ﹤0.01% 3801
2017
Q3 		$30K Sell
621
-239
-28% -$10.9K ﹤0.01% 3447
2017
Q2 		$42K Sell
860
-27
-3% -$1.27K ﹤0.01% 3151
2017
Q1 		$40K Sell
887
-16
-2% -$731 ﹤0.01% 3076
2016
Q4 		$40K Sell
903
-96
-10% -$3.65K ﹤0.01% 3012
2016
Q3 		$33K Sell
999
-35
-3% -$1.06K ﹤0.01% 3075
2016
Q2 		$27K Sell
1,034
-39
-4% -$992 ﹤0.01% 3131
2016
Q1 		$25K Sell
1,073
-120
-10% -$2.82K ﹤0.01% 3097
2015
Q4 		$30K Buy
1,193
+625
+110% +$17.1K ﹤0.01% 2938
2015
Q3 		$15K Buy
568
+42
+8% +$1.19K ﹤0.01% 3276
2015
Q2 		$16K Sell
526
-62
-11% -$1.88K ﹤0.01% 3383
2015
Q1 		$18K Buy
588
+52
+10% +$1.49K ﹤0.01% 3247
2014
Q4 		$16K Buy
536
+63
+13% +$2.05K ﹤0.01% 3136
2014
Q3 		$15K Hold
473
– – ﹤0.01% 2848
2014
Q2 		$17K Buy
473
+47
+11% +$1.62K ﹤0.01% 2770
2014
Q1 		$16K Hold
426
– – ﹤0.01% 2706
2013
Q4 		$15K Hold
426
– – ﹤0.01% 2703
2013
Q3 		$14K Hold
426
– – ﹤0.01% 2671
2013
Q2 		$13K Buy
+426
New +$12.2K ﹤0.01% 2571

Other funds holding HWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Ladenburg Thalmann Financial Services's HWC Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Hancock Whitney (HWC) stake by 17% in Q4 2019, buying an estimated $2.43K and bringing the position to 416 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #4175.

Ladenburg Thalmann Financial Services first reported a position in HWC in Q2 2013 and has held it in 25 quarters since. The position peaked at $42K in Q2 2017. 241 funds tracked by Wall St. Rank hold HWC as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 416 shares of Hancock Whitney worth $19K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 60 Hancock Whitney shares in Q4 2019, an estimated $2.43K.
  • Hancock Whitney made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #4175 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Hancock Whitney in Q2 2013 and has held it in 25 quarters since.
  • Ladenburg Thalmann Financial Services's Hancock Whitney position peaked at $42K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.