AIA
IBKC

Affinity Investment Advisors’s IBERIABANK Corp IBKC Stock Holding History

Affinity Investment Advisors’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
Q1 		– Sell
-6,060
Closed -$453K – 159
2019
Q4 		$453K Hold
6,060
– – 0.16% 105
2019
Q3 		$458K Buy
6,060
+31
+0.5% +$2.29K 0.14% 93
2019
Q2 		$457K Sell
6,029
-121
-2% -$9.19K 0.13% 94
2019
Q1 		$441K Buy
+6,150
New +$457K 0.09% 89

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Affinity Investment Advisors's IBKC Position: Q1 2020 in Review

Affinity Investment Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 6,060 shares — an estimated $453K sold.

Affinity Investment Advisors first reported a position in IBKC in Q1 2019 and held it in 4 quarters. The position peaked at $458K in Q3 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Affinity Investment Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Affinity Investment Advisors sold 6,060 IBERIABANK Corp shares in Q1 2020, an estimated $453K.
  • Affinity Investment Advisors first reported a position in IBERIABANK Corp in Q1 2019 and held it in 4 quarters.
  • Affinity Investment Advisors's IBERIABANK Corp position peaked at $458K in Q3 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Affinity Investment Advisors's 13F filing for Q1 2020, filed 15 May 2020.