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Oakbrook Investments’s Hancock Whitney HWC Stock Holding History

Oakbrook Investments’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
Q3 		– Sell
-5,450
Closed -$218K – 619
2019
Q2 		$218K Sell
5,450
-400
-7% -$16.5K 0.01% 565
2019
Q1 		$236K Hold
5,850
– – 0.01% 554
2018
Q4 		$203K Sell
5,850
-800
-12% -$32.4K 0.01% 548
2018
Q3 		$316K Buy
6,650
+200
+3% +$10.1K 0.02% 538
2018
Q2 		$301K Hold
6,450
– – 0.02% 455
2018
Q1 		$333K Buy
6,450
+300
+5% +$16K 0.02% 445
2017
Q4 		$304K Buy
6,150
+800
+15% +$39.5K 0.02% 462
2017
Q3 		$259K Sell
5,350
-900
-14% -$41.2K 0.02% 486
2017
Q2 		$306K Buy
6,250
+250
+4% +$11.8K 0.02% 421
2017
Q1 		$273K Buy
+6,000
New +$274K 0.02% 452
2014
Q2 		– Sell
-6,500
Closed -$238K – 621
2014
Q1 		$238K Buy
+6,500
New +$231K 0.01% 538

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oakbrook Investments's HWC Position: Q3 2019 in Review

Oakbrook Investments sold out of Hancock Whitney (HWC) in Q3 2019, closing a stake of 5,450 shares — an estimated $218K sold.

Oakbrook Investments first reported a position in HWC in Q1 2014 and held it in 11 quarters. The position peaked at $333K in Q1 2018. 248 funds tracked by Wall St. Rank hold HWC as of Q3 2019.

  • Oakbrook Investments reported no remaining Hancock Whitney position as of Q3 2019 after selling out during the quarter.
  • Oakbrook Investments sold 5,450 Hancock Whitney shares in Q3 2019, an estimated $218K.
  • Oakbrook Investments first reported a position in Hancock Whitney in Q1 2014 and held it in 11 quarters.
  • Oakbrook Investments's Hancock Whitney position peaked at $333K in Q1 2018.
  • 248 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2019.

Based on Oakbrook Investments's 13F filing for Q3 2019, filed 18 Oct 2019.