Advisory Services Network’s IBERIABANK Corp IBKC Stock Holding History

Advisory Services Network’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 Q2	–	Sell	-219	Closed	-$8K	–	3103
2020 Q1	$8K	Buy	219 +19	+10%	+$1.18K	﹤0.01%	2308
2019 Q4	$15K	Buy	+200	New	+$14.9K	﹤0.01%	2172
2019 Q1	–	Sell	-43	Closed	-$3K	–	2778
2018 Q4	$3K	Sell	43 -51	-54%	-$3.74K	﹤0.01%	2261
2018 Q3	$8K	Hold	94	–	–	﹤0.01%	1915
2018 Q2	$8K	Hold	94	–	–	﹤0.01%	1881
2018 Q1	$7K	Hold	94	–	–	﹤0.01%	2023
2017 Q4	$7K	Buy	94 +37	+65%	+$2.84K	﹤0.01%	1995
2017 Q3	$5K	Sell	57 -21	-27%	-$1.65K	﹤0.01%	1929
2017 Q2	$6K	Sell	78 -16	-17%	-$1.27K	﹤0.01%	1774
2017 Q1	$7K	Buy	+94	New	+$7.7K	﹤0.01%	1619
2016 Q3	$8K	Hold	119	–	–	﹤0.01%	1389
2016 Q2	$7K	Buy	119 +37	+45%	+$2.15K	﹤0.01%	1335
2016 Q1	$4K	Hold	82	–	–	﹤0.01%	1355
2015 Q4	$5K	Buy	82 +17	+26%	+$1.01K	﹤0.01%	1169
2015 Q3	$4K	Hold	65	–	–	﹤0.01%	1216
2015 Q2	$4K	Hold	65	–	–	﹤0.01%	1157
2015 Q1	$4K	Hold	65	–	–	﹤0.01%	1090
2014 Q4	$4K	Buy	+65	New	+$4.23K	﹤0.01%	990
2014 Q1	–	Sell	-65	Closed	-$4K	–	900
2013 Q4	$4K	Buy	+65	New	+$3.87K	﹤0.01%	889

Other funds holding IBKC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Advisory Services Network's IBKC Position: Q2 2020 in Review

Advisory Services Network sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 219 shares — an estimated $8K sold.

Advisory Services Network first reported a position in IBKC in Q4 2013 and held it in 19 quarters. The position peaked at $15K in Q4 2019. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

Advisory Services Network reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
Advisory Services Network sold 219 IBERIABANK Corp shares in Q2 2020, an estimated $8K.
Advisory Services Network first reported a position in IBERIABANK Corp in Q4 2013 and held it in 19 quarters.
Advisory Services Network's IBERIABANK Corp position peaked at $15K in Q4 2019.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Advisory Services Network's 13F filing for Q2 2020, filed 10 Aug 2020.