Pinnacle Summer Investments’s Hancock Whitney HWC Stock Holding History

Pinnacle Summer 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
2015 Q4	$21K	Hold	829	–	–	﹤0.01%	459
2015 Q3	$23K	Hold	829	–	–	﹤0.01%	603
2015 Q2	$26K	Hold	829	–	–	0.01%	395
2015 Q1	$25K	Hold	829	–	–	﹤0.01%	617
2014 Q4	$22K	Hold	829	–	–	﹤0.01%	646
2014 Q3	$27K	Hold	829	–	–	﹤0.01%	626
2014 Q2	$28K	Hold	829	–	–	﹤0.01%	585
2014 Q1	$28K	Hold	829	–	–	﹤0.01%	540
2013 Q4	$30K	Hold	829	–	–	﹤0.01%	534
2013 Q3	$26K	Buy	+829	New	+$26.8K	﹤0.01%	517

Other funds holding HWC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

Pinnacle Summer Investments's HWC Position: Q4 2015 in Review

Pinnacle Summer Investments held its Hancock Whitney (HWC) position steady in Q4 2015 at 829 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #459.

Pinnacle Summer Investments first reported a position in HWC in Q3 2013 and has held it in 10 quarters since. The position peaked at $30K in Q4 2013. 196 funds tracked by Wall St. Rank hold HWC as of Q4 2015.

Pinnacle Summer Investments held 829 shares of Hancock Whitney worth $21K as of Q4 2015.
Pinnacle Summer Investments left its Hancock Whitney share count unchanged in Q4 2015.
Hancock Whitney made up ﹤0.01% of Pinnacle Summer Investments's portfolio in Q4 2015, its #459 holding.
Pinnacle Summer Investments first reported a position in Hancock Whitney in Q3 2013 and has held it in 10 quarters since.
Pinnacle Summer Investments's Hancock Whitney position peaked at $30K in Q4 2013.
196 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2015.

Based on Pinnacle Summer Investments's 13F filing for Q4 2015, filed 16 Feb 2016.