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Wealthfront’s Hancock Whitney HWC Stock Holding History

Wealthfront’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
2015
Q4 		– Sell
-762
Closed -$21K – 620
2015
Q3 		$21K Buy
762
+608
+395% +$17.3K ﹤0.01% 734
2015
Q2 		$5K Buy
154
+68
+79% +$2.06K ﹤0.01% 1043
2015
Q1 		$3K Buy
86
+85
+8,500% +$2.43K ﹤0.01% 910
2014
Q4 		$0 Buy
+1
New +$32 ﹤0.01% 810

Other funds holding HWC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $6B AUM 34.57% 1-Year Est. Return

Wealthfront's HWC Position: Q4 2015 in Review

Wealthfront sold out of Hancock Whitney (HWC) in Q4 2015, closing a stake of 762 shares — an estimated $21K sold.

Wealthfront first reported a position in HWC in Q4 2014 and held it in 4 quarters. The position peaked at $21K in Q3 2015. 196 funds tracked by Wall St. Rank hold HWC as of Q4 2015.

  • Wealthfront reported no remaining Hancock Whitney position as of Q4 2015 after selling out during the quarter.
  • Wealthfront sold 762 Hancock Whitney shares in Q4 2015, an estimated $21K.
  • Wealthfront first reported a position in Hancock Whitney in Q4 2014 and held it in 4 quarters.
  • Wealthfront's Hancock Whitney position peaked at $21K in Q3 2015.
  • 196 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.