Barrow, Hanley, Mewhinney & Strauss
IBKC

Barrow, Hanley, Mewhinney & Strauss’s IBERIABANK Corp IBKC Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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
Q4 		– Sell
-58,073
Closed -$4.39M – 358
2019
Q3 		$4.39M Sell
58,073
-1,217
-2% -$89.7K 0.01% 150
2019
Q2 		$4.5M Sell
59,290
-5,725
-9% -$435K 0.01% 168
2019
Q1 		$4.66M Sell
65,015
-927
-1% -$68.8K 0.01% 165
2018
Q4 		$4.24M Buy
+65,942
New +$4.84M 0.01% 167

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Barrow, Hanley, Mewhinney & Strauss's IBKC Position: Q4 2019 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of IBERIABANK Corp (IBKC) in Q4 2019, closing a stake of 58,073 shares — an estimated $4.39M sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in IBKC in Q4 2018 and held it in 4 quarters. The position peaked at $4.66M in Q1 2019. 282 funds tracked by Wall St. Rank hold IBKC as of Q4 2019.

  • Barrow, Hanley, Mewhinney & Strauss reported no remaining IBERIABANK Corp position as of Q4 2019 after selling out during the quarter.
  • Barrow, Hanley, Mewhinney & Strauss sold 58,073 IBERIABANK Corp shares in Q4 2019, an estimated $4.39M.
  • Barrow, Hanley, Mewhinney & Strauss first reported a position in IBERIABANK Corp in Q4 2018 and held it in 4 quarters.
  • Barrow, Hanley, Mewhinney & Strauss's IBERIABANK Corp position peaked at $4.66M in Q1 2019.
  • 282 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q4 2019.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q4 2019, filed 12 Feb 2020.