AIA
IBKC

Avalon Investment & Advisory’s IBERIABANK Corp IBKC Stock Holding History

Avalon Investment & Advisory’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
-39,142
Closed -$2.93M – 369
2019
Q4 		$2.93M Buy
39,142
+400
+1% +$29.7K 0.06% 188
2019
Q3 		$2.93M Sell
38,742
-496
-1% -$36.6K 0.06% 184
2019
Q2 		$2.98M Buy
39,238
+352
+0.9% +$26.7K 0.07% 186
2019
Q1 		$2.79M Buy
38,886
+1,264
+3% +$93.8K 0.06% 195
2018
Q4 		$2.42M Buy
+37,622
New +$2.76M 0.06% 195

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Avalon Investment & Advisory's IBKC Position: Q1 2020 in Review

Avalon Investment & Advisory sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 39,142 shares — an estimated $2.93M sold.

Avalon Investment & Advisory first reported a position in IBKC in Q4 2018 and held it in 5 quarters. The position peaked at $2.98M in Q2 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Avalon Investment & Advisory reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Avalon Investment & Advisory sold 39,142 IBERIABANK Corp shares in Q1 2020, an estimated $2.93M.
  • Avalon Investment & Advisory first reported a position in IBERIABANK Corp in Q4 2018 and held it in 5 quarters.
  • Avalon Investment & Advisory's IBERIABANK Corp position peaked at $2.98M in Q2 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Avalon Investment & Advisory's 13F filing for Q1 2020, filed 5 May 2020.