Allworth Financial’s IBERIABANK Corp IBKC Stock Holding History

Allworth Financial’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	-110	Closed	-$4K	–	1446
2020 Q1	$4K	Buy	+110	New	+$6.85K	﹤0.01%	953

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

Allworth Financial's IBKC Position: Q2 2020 in Review

Allworth Financial sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 110 shares — an estimated $4K sold.

Allworth Financial first reported a position in IBKC in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

Allworth Financial reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
Allworth Financial sold 110 IBERIABANK Corp shares in Q2 2020, an estimated $4K.
Allworth Financial first reported a position in IBERIABANK Corp in Q1 2020 and held it in 1 quarter.
Allworth Financial's IBERIABANK Corp position peaked at $4K in Q1 2020.
229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Allworth Financial's 13F filing for Q2 2020, filed 24 Jul 2020.