Next Financial Group’s Hancock Whitney HWC Stock Holding History

Next Financial Group’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
2020 Q2	–	Sell	-132	Closed	-$3K	–	1158
2020 Q1	$3K	Buy	132 +51	+63%	+$1.76K	﹤0.01%	1835
2019 Q4	$4K	Buy	+81	New	+$3.28K	﹤0.01%	2021

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Next Financial Group's HWC Position: Q2 2020 in Review

Next Financial Group sold out of Hancock Whitney (HWC) in Q2 2020, closing a stake of 132 shares — an estimated $3K sold.

Next Financial Group first reported a position in HWC in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 203 funds tracked by Wall St. Rank hold HWC as of Q2 2020.

Next Financial Group reported no remaining Hancock Whitney position as of Q2 2020 after selling out during the quarter.
Next Financial Group sold 132 Hancock Whitney shares in Q2 2020, an estimated $3K.
Next Financial Group first reported a position in Hancock Whitney in Q4 2019 and held it in 2 quarters.
Next Financial Group's Hancock Whitney position peaked at $4K in Q4 2019.
203 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2020.

Based on Next Financial Group's 13F filing for Q2 2020, filed 24 Jul 2020.