AA
IBKC

ALPS Advisors’s IBERIABANK Corp IBKC Stock Holding History

ALPS 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
2019
Q3 		– Sell
-5,062
Closed -$384K – 1039
2019
Q2 		$384K Sell
5,062
-268
-5% -$20.4K ﹤0.01% 686
2019
Q1 		$382K Buy
+5,330
New +$396K ﹤0.01% 798
2017
Q1 		– Sell
-6,196
Closed -$519K – 867
2016
Q4 		$519K Buy
6,196
+59
+1% +$4.52K ﹤0.01% 368
2016
Q3 		$412K Buy
+6,137
New +$399K ﹤0.01% 561

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

ALPS Advisors's IBKC Position: Q3 2019 in Review

ALPS Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 5,062 shares — an estimated $384K sold.

ALPS Advisors first reported a position in IBKC in Q3 2016 and held it in 4 quarters. The position peaked at $519K in Q4 2016. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • ALPS Advisors reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • ALPS Advisors sold 5,062 IBERIABANK Corp shares in Q3 2019, an estimated $384K.
  • ALPS Advisors first reported a position in IBERIABANK Corp in Q3 2016 and held it in 4 quarters.
  • ALPS Advisors's IBERIABANK Corp position peaked at $519K in Q4 2016.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on ALPS Advisors's 13F filing for Q3 2019, filed 4 Nov 2019.