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Plante Moran Financial Advisors’s Hancock Whitney HWC Stock Holding History

Plante Moran Financial Advisors’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
2014
Q3 		– Sell
-80
Closed -$3K – 818
2014
Q2 		$3K Hold
80
– – ﹤0.01% 722
2014
Q1 		$3K Hold
80
– – ﹤0.01% 527
2013
Q4 		$3K Hold
80
– – ﹤0.01% 590
2013
Q3 		$3K Hold
80
– – ﹤0.01% 521
2013
Q2 		$2K Buy
+80
New +$2.29K ﹤0.01% 542

Other funds holding HWC

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Plante Moran Financial Advisors's HWC Position: Q3 2014 in Review

Plante Moran Financial Advisors sold out of Hancock Whitney (HWC) in Q3 2014, closing a stake of 80 shares — an estimated $3K sold.

Plante Moran Financial Advisors first reported a position in HWC in Q2 2013 and held it in 5 quarters. The position peaked at $3K in Q2 2014. 196 funds tracked by Wall St. Rank hold HWC as of Q3 2014.

  • Plante Moran Financial Advisors reported no remaining Hancock Whitney position as of Q3 2014 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 80 Hancock Whitney shares in Q3 2014, an estimated $3K.
  • Plante Moran Financial Advisors first reported a position in Hancock Whitney in Q2 2013 and held it in 5 quarters.
  • Plante Moran Financial Advisors's Hancock Whitney position peaked at $3K in Q2 2014.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2014.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2014, filed 23 Oct 2014.