BDO Wealth Advisors’s IBERIABANK Corp IBKC Stock Holding History

BDO Wealth 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	-58	Closed	-$4K	–	853
2019 Q4	$4K	Hold	58	–	–	﹤0.01%	538
2019 Q3	$4K	Buy	+58	New	+$4.28K	﹤0.01%	568

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

BDO Wealth Advisors's IBKC Position: Q1 2020 in Review

BDO Wealth Advisors sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 58 shares — an estimated $4K sold.

BDO Wealth Advisors first reported a position in IBKC in Q3 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

BDO Wealth Advisors reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
BDO Wealth Advisors sold 58 IBERIABANK Corp shares in Q1 2020, an estimated $4K.
BDO Wealth Advisors first reported a position in IBERIABANK Corp in Q3 2019 and held it in 2 quarters.
BDO Wealth Advisors's IBERIABANK Corp position peaked at $4K in Q4 2019.
244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.