ARTA
IBKC

A.R.T. Advisors’s IBERIABANK Corp IBKC Stock Holding History

A.R.T. Advisors’s Portfolio IBKC Stock Details IBKC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,846
Closed -$662K – 1253
2019
Q4 		$662K Sell
8,846
-5,500
-38% -$409K 0.03% 724
2019
Q3 		$1.08M Buy
14,346
+500
+4% +$36.9K 0.05% 517
2019
Q2 		$1.05M Buy
13,846
+1,800
+15% +$137K 0.06% 450
2019
Q1 		$864K Buy
+12,046
New +$894K 0.05% 533
2018
Q4 		– Sell
-4,701
Closed -$382K – 1829
2018
Q3 		$382K Buy
4,701
+100
+2% +$8.31K 0.02% 954
2018
Q2 		$348K Sell
4,601
-21,200
-82% -$1.67M 0.01% 1056
2018
Q1 		$2.01M Buy
25,801
+3,700
+17% +$303K 0.08% 381
2017
Q4 		$1.71M Sell
22,101
-1,100
-5% -$84.6K 0.08% 420
2017
Q3 		$1.91M Buy
23,201
+3,301
+17% +$259K 0.1% 295
2017
Q2 		$1.62M Buy
19,900
+13,800
+226% +$1.1M 0.09% 330
2017
Q1 		$482K Sell
6,100
-14,300
-70% -$1.17M 0.02% 820
2016
Q4 		$1.71M Buy
+20,400
New +$1.56M 0.1% 317
2016
Q2 		– Sell
-12,658
Closed -$648K – 1756
2016
Q1 		$648K Buy
+12,658
New +$620K 0.03% 762
2015
Q2 		– Sell
-5,326
Closed -$335K – 1820
2015
Q1 		$335K Sell
5,326
-14,649
-73% -$895K 0.01% 1066
2014
Q4 		$1.29M Buy
19,975
+16,019
+405% +$1.04M 0.05% 540
2014
Q3 		$247K Buy
+3,956
New +$261K 0.01% 1022
2014
Q2 		– Sell
-10,903
Closed -$764K – 1635
2014
Q1 		$764K Sell
10,903
-1,305
-11% -$85.3K 0.04% 594
2013
Q4 		$767K Sell
12,208
-2,325
-16% -$138K 0.04% 599
2013
Q3 		$754K Sell
14,533
-550
-4% -$30.6K 0.04% 612
2013
Q2 		$808K Buy
+15,083
New +$753K 0.03% 706

Other funds holding IBKC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

A.R.T. Advisors's IBKC Position: Q1 2020 in Review

A.R.T. Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 8,846 shares — an estimated $662K sold.

A.R.T. Advisors first reported a position in IBKC in Q2 2013 and held it in 20 quarters. The position peaked at $2.01M in Q1 2018. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • A.R.T. Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • A.R.T. Advisors sold 8,846 IBERIABANK Corp shares in Q1 2020, an estimated $662K.
  • A.R.T. Advisors first reported a position in IBERIABANK Corp in Q2 2013 and held it in 20 quarters.
  • A.R.T. Advisors's IBERIABANK Corp position peaked at $2.01M in Q1 2018.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on A.R.T. Advisors's 13F filing for Q1 2020, filed 15 May 2020.