Wealthquest’s Huntington Bancshares HBAN Stock Holding History

Wealthquest’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 Q4	–	Sell	-12,681	Closed	-$180K	–	135
2019 Q3	$180K	Buy	+12,681	New	+$173K	0.06%	128
2019 Q2	–	Sell	-22,162	Closed	-$281K	–	131
2019 Q1	$281K	Sell	22,162 -8,001	-27%	-$108K	0.11%	103
2018 Q4	$359K	Buy	+30,163	New	+$419K	0.15%	90
2015 Q3	$181K	Buy	17,081 +42	+0.2%	+$469	0.33%	47
2015 Q2	$193K	Buy	17,039 +44	+0.3%	+$492	0.28%	48
2015 Q1	$188K	Hold	16,995	–	–	0.27%	49
2014 Q4	$179K	Buy	+16,995	New	+$169K	0.18%	51

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wealthquest's HBAN Position: Q4 2019 in Review

Wealthquest sold out of Huntington Bancshares (HBAN) in Q4 2019, closing a stake of 12,681 shares — an estimated $180K sold.

Wealthquest first reported a position in HBAN in Q4 2014 and held it in 7 quarters. The position peaked at $359K in Q4 2018. 735 funds tracked by Wall St. Rank hold HBAN as of Q4 2019.

Wealthquest reported no remaining Huntington Bancshares position as of Q4 2019 after selling out during the quarter.
Wealthquest sold 12,681 Huntington Bancshares shares in Q4 2019, an estimated $180K.
Wealthquest first reported a position in Huntington Bancshares in Q4 2014 and held it in 7 quarters.
Wealthquest's Huntington Bancshares position peaked at $359K in Q4 2018.
735 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.