AIS
IBKC

AlphaOne Investment Services’s IBERIABANK Corp IBKC Stock Holding History

AlphaOne Investment Services’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
2019
Q3 		– Sell
-270
Closed -$20K – 182
2019
Q2 		$20K Hold
270
– – 0.02% 160
2019
Q1 		$19K Hold
270
– – 0.01% 174
2018
Q4 		$17K Sell
270
-30
-10% -$2.2K 0.01% 178
2018
Q3 		$24K Hold
300
– – 0.01% 178
2018
Q2 		$23K Hold
300
– – 0.01% 183
2018
Q1 		$23K Hold
300
– – 0.01% 402
2017
Q4 		$23K Hold
300
– – 0.01% 265
2017
Q3 		$25K Buy
+300
New +$23.6K 0.01% 248

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AlphaOne Investment Services's IBKC Position: Q3 2019 in Review

AlphaOne Investment Services sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 270 shares — an estimated $20K sold.

AlphaOne Investment Services first reported a position in IBKC in Q3 2017 and held it in 8 quarters. The position peaked at $25K in Q3 2017. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • AlphaOne Investment Services reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • AlphaOne Investment Services sold 270 IBERIABANK Corp shares in Q3 2019, an estimated $20K.
  • AlphaOne Investment Services first reported a position in IBERIABANK Corp in Q3 2017 and held it in 8 quarters.
  • AlphaOne Investment Services's IBERIABANK Corp position peaked at $25K in Q3 2017.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on AlphaOne Investment Services's 13F filing for Q3 2019, filed 12 Nov 2019.