AIM
IBKC

Assured Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Assured Investment Management’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
Q2 		– Sell
-18,081
Closed -$1.3M – 1056
2019
Q1 		$1.3M Buy
18,081
+14,747
+442% +$1.09M 0.01% 332
2018
Q4 		$214K Sell
3,334
-1,639
-33% -$120K 0.01% 871
2018
Q3 		$405K Buy
+4,973
New +$414K 0.01% 827
2018
Q2 		– Sell
-637
Closed -$50K – 1389
2018
Q1 		$50K Buy
+637
New +$52.2K ﹤0.01% 1088
2017
Q4 		– Sell
-18,118
Closed -$1.49M – 693
2017
Q3 		$1.49M Buy
18,118
+8,608
+91% +$676K 0.03% 376
2017
Q2 		$775K Buy
9,510
+7,256
+322% +$576K 0.02% 434
2017
Q1 		$178K Buy
+2,254
New +$185K ﹤0.01% 527

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Assured Investment Management's IBKC Position: Q2 2019 in Review

Assured Investment Management sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 18,081 shares — an estimated $1.3M sold.

Assured Investment Management first reported a position in IBKC in Q1 2017 and held it in 7 quarters. The position peaked at $1.49M in Q3 2017. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

  • Assured Investment Management reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
  • Assured Investment Management sold 18,081 IBERIABANK Corp shares in Q2 2019, an estimated $1.3M.
  • Assured Investment Management first reported a position in IBERIABANK Corp in Q1 2017 and held it in 7 quarters.
  • Assured Investment Management's IBERIABANK Corp position peaked at $1.49M in Q3 2017.
  • 264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Assured Investment Management's 13F filing for Q2 2019, filed 14 Aug 2019.