AG
IBKC

Advisor Group’s IBERIABANK Corp IBKC Stock Holding History

Advisor Group’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
2019
Q4 		$221K Buy
2,967
+96
+3% +$7.13K ﹤0.01% 2322
2019
Q3 		$217K Buy
2,871
+117
+4% +$8.63K ﹤0.01% 2262
2019
Q2 		$209K Buy
2,754
+180
+7% +$13.7K ﹤0.01% 2281
2019
Q1 		$185K Buy
2,574
+1,897
+280% +$141K ﹤0.01% 2347
2018
Q4 		$43K Sell
677
-444
-40% -$32.6K ﹤0.01% 3300
2018
Q3 		$91K Buy
1,121
+62
+6% +$5.16K ﹤0.01% 2826
2018
Q2 		$80K Sell
1,059
-462
-30% -$36.4K ﹤0.01% 2708
2018
Q1 		$119K Hold
1,521
– – ﹤0.01% 2420
2017
Q4 		$118K Buy
1,521
+565
+59% +$43.4K ﹤0.01% 2444
2017
Q3 		$78K Sell
956
-639
-40% -$50.2K ﹤0.01% 2624
2017
Q2 		$129K Sell
1,595
-264
-14% -$21K ﹤0.01% 2099
2017
Q1 		$147K Sell
1,859
-247
-12% -$20.2K ﹤0.01% 1887
2016
Q4 		$176K Sell
2,106
-59
-3% -$4.52K ﹤0.01% 1652
2016
Q3 		$145K Buy
2,165
+20
+0.9% +$1.3K ﹤0.01% 1752
2016
Q2 		$125K Buy
+2,145
New +$125K ﹤0.01% 1760

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisor Group's IBKC Position: Q4 2019 in Review

Advisor Group increased its IBERIABANK Corp (IBKC) stake by 3.3% in Q4 2019, buying an estimated $7.13K and bringing the position to 2,967 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #2322.

Advisor Group first reported a position in IBKC in Q2 2016 and has held it in 15 quarters since. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Advisor Group held 2,967 shares of IBERIABANK Corp worth $221K as of Q4 2019.
  • Advisor Group bought 96 IBERIABANK Corp shares in Q4 2019, an estimated $7.13K.
  • IBERIABANK Corp made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2322 holding.
  • Advisor Group first reported a position in IBERIABANK Corp in Q2 2016 and has held it in 15 quarters since.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.