Almanack Investment Partners’s IBERIABANK Corp IBKC Stock Holding History

Almanack Investment Partners’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	-3,313	Closed	-$249K	–	314
2019 Q4	$249K	Sell	3,313 -79	-2%	-$5.87K	0.05%	167
2019 Q3	$258K	Sell	3,392 -125	-4%	-$9.22K	0.05%	177
2019 Q2	$268K	Sell	3,517 -1,973	-36%	-$150K	0.06%	147
2019 Q1	$396K	Sell	5,490 -7,297	-57%	-$542K	0.11%	83
2018 Q4	$827K	Hold	12,787	–	–	0.24%	55
2018 Q3	$982K	Buy	12,787 +241	+2%	+$20K	0.26%	55
2018 Q2	$951K	Sell	12,546 -70	-0.6%	-$5.51K	0.43%	27
2018 Q1	$989K	Sell	12,616 -47	-0.4%	-$3.85K	0.38%	31
2017 Q4	$986K	Buy	12,663 +233	+2%	+$17.9K	0.39%	34
2017 Q3	$1.03M	Buy	12,430 +8,230	+196%	+$646K	0.5%	31
2017 Q2	$344K	Hold	4,200	–	–	0.19%	78
2017 Q1	$334K	Hold	4,200	–	–	0.25%	68
2016 Q4	$353K	Buy	+4,200	New	+$322K	0.29%	41

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Almanack Investment Partners's IBKC Position: Q1 2020 in Review

Almanack Investment Partners sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 3,313 shares — an estimated $249K sold.

Almanack Investment Partners first reported a position in IBKC in Q4 2016 and held it in 13 quarters. The position peaked at $1.03M in Q3 2017. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

Almanack Investment Partners reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
Almanack Investment Partners sold 3,313 IBERIABANK Corp shares in Q1 2020, an estimated $249K.
Almanack Investment Partners first reported a position in IBERIABANK Corp in Q4 2016 and held it in 13 quarters.
Almanack Investment Partners's IBERIABANK Corp position peaked at $1.03M in Q3 2017.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Almanack Investment Partners's 13F filing for Q1 2020, filed 13 May 2020.