ACM
IBKC

Advisors Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Advisors Capital Management’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
Q1 		– Sell
-4,017
Closed -$258K – 279
2018
Q4 		$258K Hold
4,017
– – 0.02% 250
2018
Q3 		$327K Hold
4,017
– – 0.02% 194
2018
Q2 		$304K Buy
+4,017
New +$316K 0.02% 192

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Advisors Capital Management's IBKC Position: Q1 2019 in Review

Advisors Capital Management sold out of IBERIABANK Corp (IBKC) in Q1 2019, closing a stake of 4,017 shares — an estimated $258K sold.

Advisors Capital Management first reported a position in IBKC in Q2 2018 and held it in 3 quarters. The position peaked at $327K in Q3 2018. 266 funds tracked by Wall St. Rank hold IBKC as of Q1 2019.

  • Advisors Capital Management reported no remaining IBERIABANK Corp position as of Q1 2019 after selling out during the quarter.
  • Advisors Capital Management sold 4,017 IBERIABANK Corp shares in Q1 2019, an estimated $258K.
  • Advisors Capital Management first reported a position in IBERIABANK Corp in Q2 2018 and held it in 3 quarters.
  • Advisors Capital Management's IBERIABANK Corp position peaked at $327K in Q3 2018.
  • 266 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2019.

Based on Advisors Capital Management's 13F filing for Q1 2019, filed 15 May 2019.