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UBS’s Hancock Whitney HWC Stock Holding History

UBS’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 		$203K Buy
6,339
+1,277
+25% +$42.6K ﹤0.01% 5169
2014
Q2 		$179K Sell
5,062
-476
-9% -$16.4K ﹤0.01% 5263
2014
Q1 		$203K Sell
5,538
-3,071
-36% -$109K ﹤0.01% 5174
2013
Q4 		$316K Buy
8,609
+2,523
+41% +$85.1K ﹤0.01% 4798
2013
Q3 		$191K Sell
6,086
-55,447
-90% -$1.8M ﹤0.01% 5234
2013
Q2 		$1.85M Buy
+61,533
New +$1.76M ﹤0.01% 2630

Other funds holding HWC

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $544B AUM 28.31% 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 $5.75B AUM 24.3% 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 $1.36B AUM 31.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

UBS's HWC Position: Q3 2014 in Review

UBS increased its Hancock Whitney (HWC) stake by 25% in Q3 2014, buying an estimated $42.6K and bringing the position to 6,339 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #5169.

UBS first reported a position in HWC in Q2 2013 and has held it in 6 quarters since. The position peaked at $1.85M in Q2 2013. 196 funds tracked by Wall St. Rank hold HWC as of Q3 2014.

  • UBS held 6,339 shares of Hancock Whitney worth $203K as of Q3 2014.
  • UBS bought 1,277 Hancock Whitney shares in Q3 2014, an estimated $42.6K.
  • Hancock Whitney made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5169 holding.
  • UBS first reported a position in Hancock Whitney in Q2 2013 and has held it in 6 quarters since.
  • UBS's Hancock Whitney position peaked at $1.85M in Q2 2013.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.