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Rockefeller Financial Services’s Hancock Whitney HWC Stock Holding History

Rockefeller Financial Services’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
2017
Q4 		$20K Hold
411
– – ﹤0.01% 473
2017
Q3 		$20K Buy
+411
New +$18.8K ﹤0.01% 481

Other funds holding HWC

BlackRock
BlackRock New York $5.72T 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rockefeller Financial Services's HWC Position: Q4 2017 in Review

Rockefeller Financial Services held its Hancock Whitney (HWC) position steady in Q4 2017 at 411 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Rockefeller Financial Services first reported a position in HWC in Q3 2017 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold HWC as of Q4 2017.

  • Rockefeller Financial Services held 411 shares of Hancock Whitney worth $20K as of Q4 2017.
  • Rockefeller Financial Services left its Hancock Whitney share count unchanged in Q4 2017.
  • Hancock Whitney made up ﹤0.01% of Rockefeller Financial Services's portfolio in Q4 2017, its #473 holding.
  • Rockefeller Financial Services first reported a position in Hancock Whitney in Q3 2017 and has held it in 2 quarters since.
  • 258 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2017.

Based on Rockefeller Financial Services's 13F filing for Q4 2017, filed 2 Feb 2018.