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Sound View Wealth Advisors’s Huntington Bancshares HBAN Stock Holding History

Sound View Wealth Advisors’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$146K Sell
11,494
-4,078
-26% -$54.8K 0.05% 245
2018
Q4 		$186K Buy
+15,572
New +$216K 0.07% 224

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Sound View Wealth Advisors's HBAN Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Huntington Bancshares (HBAN) stake by 26% in Q1 2019, selling an estimated $54.8K and leaving 11,494 shares worth $146K. The position accounts for 0.05% of the portfolio, ranked #245.

Sound View Wealth Advisors first reported a position in HBAN in Q4 2018 and has held it in 2 quarters since. The position peaked at $186K in Q4 2018. 698 funds tracked by Wall St. Rank hold HBAN as of Q1 2019.

  • Sound View Wealth Advisors held 11,494 shares of Huntington Bancshares worth $146K as of Q1 2019.
  • Sound View Wealth Advisors sold 4,078 Huntington Bancshares shares in Q1 2019, an estimated $54.8K.
  • Huntington Bancshares made up 0.05% of Sound View Wealth Advisors's portfolio in Q1 2019, its #245 holding.
  • Sound View Wealth Advisors first reported a position in Huntington Bancshares in Q4 2018 and has held it in 2 quarters since.
  • Sound View Wealth Advisors's Huntington Bancshares position peaked at $186K in Q4 2018.
  • 698 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.