AIL
IBKC

AGF Investments LLC’s IBERIABANK Corp IBKC Stock Holding History

AGF Investments LLC’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
2018
Q4 		– Sell
-140
Closed -$11K – 890
2018
Q3 		$11K Buy
140
+70
+100% +$5.82K ﹤0.01% 637
2018
Q2 		$5 Hold
70
– – ﹤0.01% 799
2018
Q1 		$5K Hold
70
– – ﹤0.01% 579
2017
Q4 		$5K Buy
+70
New +$5.38K ﹤0.01% 741
2017
Q3 		– Sell
-120
Closed -$10K – 824
2017
Q2 		$10K Sell
120
-112
-48% -$8.89K ﹤0.01% 563
2017
Q1 		$19K Hold
232
– – ﹤0.01% 388
2016
Q4 		$20K Buy
+232
New +$17.8K 0.01% 415

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
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
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

AGF Investments LLC's IBKC Position: Q4 2018 in Review

AGF Investments LLC sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 140 shares — an estimated $11K sold.

AGF Investments LLC first reported a position in IBKC in Q4 2016 and held it in 7 quarters. The position peaked at $20K in Q4 2016. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • AGF Investments LLC reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • AGF Investments LLC sold 140 IBERIABANK Corp shares in Q4 2018, an estimated $11K.
  • AGF Investments LLC first reported a position in IBERIABANK Corp in Q4 2016 and held it in 7 quarters.
  • AGF Investments LLC's IBERIABANK Corp position peaked at $20K in Q4 2016.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on AGF Investments LLC's 13F filing for Q4 2018, filed 8 Feb 2019.