OI
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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 $5.7T 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return