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Summit Securities Group’s Hancock Whitney HWC Stock Holding History

Summit Securities Group’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
2016
Q3 		– Sell
-17,335
Closed -$453K – 213
2016
Q2 		$453K Buy
+17,335
New +$441K 0.24% 98

Other funds holding HWC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Summit Securities Group's HWC Position: Q3 2016 in Review

Summit Securities Group sold out of Hancock Whitney (HWC) in Q3 2016, closing a stake of 17,335 shares — an estimated $453K sold.

Summit Securities Group first reported a position in HWC in Q2 2016 and held it in 1 quarter. The position peaked at $453K in Q2 2016. 211 funds tracked by Wall St. Rank hold HWC as of Q3 2016.

  • Summit Securities Group reported no remaining Hancock Whitney position as of Q3 2016 after selling out during the quarter.
  • Summit Securities Group sold 17,335 Hancock Whitney shares in Q3 2016, an estimated $453K.
  • Summit Securities Group first reported a position in Hancock Whitney in Q2 2016 and held it in 1 quarter.
  • Summit Securities Group's Hancock Whitney position peaked at $453K in Q2 2016.
  • 211 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2016.

Based on Summit Securities Group's 13F filing for Q3 2016, filed 7 Nov 2016.