WI
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WBI Investments’s Hancock Whitney HWC Stock Holding History

WBI Investments’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
2020
Q4 		– Sell
-15,151
Closed -$285K – 180
2020
Q3 		$285K Buy
+15,151
New +$297K 0.04% 106
2015
Q1 		– Sell
-139,819
Closed -$4.29M – 247
2014
Q4 		$4.29M Buy
+139,819
New +$4.54M 0.12% 116

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WBI Investments's HWC Position: Q4 2020 in Review

WBI Investments sold out of Hancock Whitney (HWC) in Q4 2020, closing a stake of 15,151 shares — an estimated $285K sold.

WBI Investments first reported a position in HWC in Q4 2014 and held it in 2 quarters. The position peaked at $4.29M in Q4 2014. 206 funds tracked by Wall St. Rank hold HWC as of Q4 2020.

  • WBI Investments reported no remaining Hancock Whitney position as of Q4 2020 after selling out during the quarter.
  • WBI Investments sold 15,151 Hancock Whitney shares in Q4 2020, an estimated $285K.
  • WBI Investments first reported a position in Hancock Whitney in Q4 2014 and held it in 2 quarters.
  • WBI Investments's Hancock Whitney position peaked at $4.29M in Q4 2014.
  • 206 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2020.

Based on WBI Investments's 13F filing for Q4 2020, filed 4 Feb 2021.