Wealthspire Advisors (Maryland)’s Hancock Whitney HWC Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-97	Closed	-$4K	–	1151
2019 Q1	$4K	Buy	97 +17	+21%	+$697	﹤0.01%	1903
2018 Q4	$3K	Sell	80 -48	-38%	-$1.94K	﹤0.01%	1948
2018 Q3	$6K	Hold	128	–	–	﹤0.01%	1729
2018 Q2	$6K	Sell	128 -14	-10%	-$710	﹤0.01%	1718
2018 Q1	$7K	Hold	142	–	–	﹤0.01%	1681
2017 Q4	$7K	Buy	142 +55	+63%	+$2.72K	﹤0.01%	1722
2017 Q3	$4K	Hold	87	–	–	﹤0.01%	1848
2017 Q2	$4K	Hold	87	–	–	﹤0.01%	1822
2017 Q1	$4K	Buy	87 +15	+21%	+$685	﹤0.01%	1562
2016 Q4	$3K	Hold	72	–	–	﹤0.01%	1475
2016 Q3	$2K	Hold	72	–	–	﹤0.01%	1551
2016 Q2	$2K	Hold	72	–	–	﹤0.01%	1514
2016 Q1	$2K	Hold	72	–	–	﹤0.01%	1535
2015 Q4	$2K	Buy	+72	New	+$1.96K	﹤0.01%	1522

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HWC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hancock Whitney (HWC) in Q2 2019, closing a stake of 97 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in HWC in Q4 2015 and held it in 14 quarters. The position peaked at $7K in Q1 2018. 247 funds tracked by Wall St. Rank hold HWC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Hancock Whitney position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 97 Hancock Whitney shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Hancock Whitney in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Hancock Whitney position peaked at $7K in Q1 2018.
247 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.