APP
IBKC

Avantax Planning Partners’s IBERIABANK Corp IBKC Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-137
Closed -$11K – 1377
2018
Q3 		$11K Buy
+137
New +$11.4K ﹤0.01% 867
2018
Q2 		– Sell
-245
Closed -$18K – 1725
2018
Q1 		$18K Buy
+245
New +$20.1K ﹤0.01% 825

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Avantax Planning Partners's IBKC Position: Q4 2018 in Review

Avantax Planning Partners sold out of IBERIABANK Corp (IBKC) in Q4 2018, closing a stake of 137 shares — an estimated $11K sold.

Avantax Planning Partners first reported a position in IBKC in Q1 2018 and held it in 2 quarters. The position peaked at $18K in Q1 2018. 263 funds tracked by Wall St. Rank hold IBKC as of Q4 2018.

  • Avantax Planning Partners reported no remaining IBERIABANK Corp position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 137 IBERIABANK Corp shares in Q4 2018, an estimated $11K.
  • Avantax Planning Partners first reported a position in IBERIABANK Corp in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's IBERIABANK Corp position peaked at $18K in Q1 2018.
  • 263 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.