AE Wealth Management’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-7,766
Closed -$354K 1416
2020
Q2
$354K Buy
7,766
+179
+2% +$7.4K 0.01% 977
2020
Q1
$274K Buy
7,587
+8
+0.1% +$498 0.01% 903
2019
Q4
$567K Sell
7,579
-1,400
-16% -$104K 0.01% 702
2019
Q3
$678K Hold
8,979
0.02% 540
2019
Q2
$681K Buy
+8,979
New +$682K 0.02% 507
2018
Q4
Sell
-8,979
Closed -$730K 624
2018
Q3
$730K Sell
8,979
-1,701
-16% -$141K 0.04% 266
2018
Q2
$810K Buy
+10,680
New +$841K 0.06% 195

AE Wealth Management's IBKC Position: Q3 2020 in Review

AE Wealth Management sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 7,766 shares — an estimated $354K sold.

AE Wealth Management first reported a position in IBKC in Q2 2018 and held it in 7 quarters. The position peaked at $810K in Q2 2018. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • AE Wealth Management reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • AE Wealth Management sold 7,766 IBERIABANK Corp shares in Q3 2020, an estimated $354K.
  • AE Wealth Management first reported a position in IBERIABANK Corp in Q2 2018 and held it in 7 quarters.
  • AE Wealth Management's IBERIABANK Corp position peaked at $810K in Q2 2018.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on AE Wealth Management's 13F filing for Q3 2020, filed 6 Nov 2020.