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Advisor Group’s International Bancshares IBOC Stock Holding History

Advisor Group’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$31K Hold
726
– – ﹤0.01% 3715
2019
Q3 		$28K Hold
726
– – ﹤0.01% 3752
2019
Q2 		$27K Sell
726
-156
-18% -$6.12K ﹤0.01% 3776
2019
Q1 		$34K Buy
882
+81
+10% +$3.06K ﹤0.01% 3643
2018
Q4 		$28K Sell
801
-100
-11% -$3.85K ﹤0.01% 3584
2018
Q3 		$41K Buy
+901
New +$41.1K ﹤0.01% 3428
2017
Q1 		– Sell
-79
Closed -$3K – 4733
2016
Q4 		$3K Hold
79
– – ﹤0.01% 4111
2016
Q3 		$2K Buy
+79
New +$2.24K ﹤0.01% 4161

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advisor Group's IBOC Position: Q4 2019 in Review

Advisor Group held its International Bancshares (IBOC) position steady in Q4 2019 at 726 shares worth $31K. The position accounts for ﹤0.01% of the portfolio, ranked #3715.

Advisor Group first reported a position in IBOC in Q3 2016 and has held it in 8 quarters since. The position peaked at $41K in Q3 2018. 180 funds tracked by Wall St. Rank hold IBOC as of Q4 2019.

  • Advisor Group held 726 shares of International Bancshares worth $31K as of Q4 2019.
  • Advisor Group left its International Bancshares share count unchanged in Q4 2019.
  • International Bancshares made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3715 holding.
  • Advisor Group first reported a position in International Bancshares in Q3 2016 and has held it in 8 quarters since.
  • Advisor Group's International Bancshares position peaked at $41K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held International Bancshares as of Q4 2019.

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