AssetMark Inc’s IBERIABANK Corp IBKC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-52
| Closed | -$2K | – | 1445 |
|
|
2020
Q2 | $2K | Buy |
52
+16
| +44% | +$661 | ﹤0.01% | 1148 |
|
|
2020
Q1 | $1K | Sell |
36
-33
| -48% | -$2.06K | ﹤0.01% | 1333 |
|
|
2019
Q4 | $5K | Sell |
69
-440
| -86% | -$32.7K | ﹤0.01% | 1124 |
|
|
2019
Q3 | $38K | Buy |
509
+138
| +37% | +$10.2K | ﹤0.01% | 780 |
|
|
2019
Q2 | $28K | Hold |
371
| – | – | ﹤0.01% | 835 |
|
|
2019
Q1 | $27K | Hold |
371
| – | – | ﹤0.01% | 824 |
|
|
2018
Q4 | $24K | Sell |
371
-31
| -8% | -$2.28K | ﹤0.01% | 848 |
|
|
2018
Q3 | $33K | Hold |
402
| – | – | ﹤0.01% | 826 |
|
|
2018
Q2 | $30K | Hold |
402
| – | – | ﹤0.01% | 832 |
|
|
2018
Q1 | $31K | Hold |
402
| – | – | ﹤0.01% | 858 |
|
|
2017
Q4 | $31K | Hold |
402
| – | – | ﹤0.01% | 917 |
|
|
2017
Q3 | $33K | Sell |
402
-41
| -9% | -$3.22K | ﹤0.01% | 811 |
|
|
2017
Q2 | $36K | Sell |
443
-8
| -2% | -$635 | ﹤0.01% | 763 |
|
|
2017
Q1 | $36K | Buy |
451
+2
| +0.4% | +$164 | ﹤0.01% | 731 |
|
|
2016
Q4 | $38K | Sell |
449
-19
| -4% | -$1.46K | ﹤0.01% | 700 |
|
|
2016
Q3 | $31K | Buy |
468
+1
| +0.2% | +$65 | ﹤0.01% | 754 |
|
|
2016
Q2 | $28K | Sell |
467
-11
| -2% | -$639 | ﹤0.01% | 763 |
|
|
2016
Q1 | $25K | Buy |
478
+24
| +5% | +$1.18K | ﹤0.01% | 722 |
|
|
2015
Q4 | $25K | Buy |
454
+442
| +3,683% | +$26.4K | ﹤0.01% | 761 |
|
|
2015
Q3 | $1K | Sell |
12
-26,478
| -100% | -$1.67M | ﹤0.01% | 700 |
|
|
2015
Q2 | $1.81M | Buy |
26,490
+128
| +0.5% | +$8.38K | 0.04% | 212 |
|
|
2015
Q1 | $1.66M | Buy |
26,362
+20
| +0.1% | +$1.22K | 0.04% | 222 |
|
|
2014
Q4 | $1.71M | Sell |
26,342
-284
| -1% | -$18.5K | 0.04% | 227 |
|
|
2014
Q3 | $1.66M | Sell |
26,626
-846
| -3% | -$55.8K | 0.04% | 229 |
|
|
2014
Q2 | $1.9M | Buy |
+27,472
| New | +$1.8M | 0.04% | 212 |
|
AssetMark Inc's IBKC Position: Q3 2020 in Review
AssetMark Inc sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 52 shares — an estimated $2K sold.
AssetMark Inc first reported a position in IBKC in Q2 2014 and held it in 25 quarters. The position peaked at $1.9M in Q2 2014. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.
- AssetMark Inc reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
- AssetMark Inc sold 52 IBERIABANK Corp shares in Q3 2020, an estimated $2K.
- AssetMark Inc first reported a position in IBERIABANK Corp in Q2 2014 and held it in 25 quarters.
- AssetMark Inc's IBERIABANK Corp position peaked at $1.9M in Q2 2014.
- 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.
Based on AssetMark Inc's 13F filing for Q3 2020, filed 13 Nov 2020.