BCM
IBKC

Basswood Capital Management’s IBERIABANK Corp IBKC Stock Holding History

Basswood Capital 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
Q3 		– Sell
-54,492
Closed -$4.13M – 132
2019
Q2 		$4.13M Hold
54,492
– – 0.26% 84
2019
Q1 		$3.91M Sell
54,492
-233,297
-81% -$17.3M 0.25% 84
2018
Q4 		$18.5M Sell
287,789
-51,045
-15% -$3.75M 1.09% 27
2018
Q3 		$27.6M Buy
338,834
+107,701
+47% +$8.96M 1.26% 24
2018
Q2 		$17.5M Buy
+231,133
New +$18.2M 0.83% 36

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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

Basswood Capital Management's IBKC Position: Q3 2019 in Review

Basswood Capital Management sold out of IBERIABANK Corp (IBKC) in Q3 2019, closing a stake of 54,492 shares — an estimated $4.13M sold.

Basswood Capital Management first reported a position in IBKC in Q2 2018 and held it in 5 quarters. The position peaked at $27.6M in Q3 2018. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Basswood Capital Management reported no remaining IBERIABANK Corp position as of Q3 2019 after selling out during the quarter.
  • Basswood Capital Management sold 54,492 IBERIABANK Corp shares in Q3 2019, an estimated $4.13M.
  • Basswood Capital Management first reported a position in IBERIABANK Corp in Q2 2018 and held it in 5 quarters.
  • Basswood Capital Management's IBERIABANK Corp position peaked at $27.6M in Q3 2018.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Basswood Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.