BCM Advisors’s IBERIABANK Corp IBKC Stock Holding History

BCM Advisors’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	-13,916	Closed	-$1.04M	–	55
2019 Q4	$1.04M	Hold	13,916	–	–	0.38%	24
2019 Q3	$1.05M	Hold	13,916	–	–	0.45%	23
2019 Q2	$1.06M	Hold	13,916	–	–	0.48%	23
2019 Q1	$998K	Sell	13,916 -350	-2%	-$26K	0.47%	23
2018 Q4	$917K	Hold	14,266	–	–	0.47%	24
2018 Q3	$1.16M	Hold	14,266	–	–	0.61%	24
2018 Q2	$1.08M	Hold	14,266	–	–	0.6%	22
2018 Q1	$1.11M	Hold	14,266	–	–	0.66%	22
2017 Q4	$1.11M	Sell	14,266 -537	-4%	-$41.3K	0.64%	22
2017 Q3	$1.22M	Hold	14,803	–	–	0.75%	22
2017 Q2	$1.21M	Hold	14,803	–	–	0.76%	22
2017 Q1	$1.17M	Hold	14,803	–	–	0.74%	22
2016 Q4	$1.24M	Buy	+14,803	New	+$1.13M	0.82%	22

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

BCM Advisors's IBKC Position: Q1 2020 in Review

BCM Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 13,916 shares — an estimated $1.04M sold.

BCM Advisors first reported a position in IBKC in Q4 2016 and held it in 13 quarters. The position peaked at $1.24M in Q4 2016. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

BCM Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
BCM Advisors sold 13,916 IBERIABANK Corp shares in Q1 2020, an estimated $1.04M.
BCM Advisors first reported a position in IBERIABANK Corp in Q4 2016 and held it in 13 quarters.
BCM Advisors's IBERIABANK Corp position peaked at $1.24M in Q4 2016.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on BCM Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.