BAM
IBKC

Belpointe Asset Management’s IBERIABANK Corp IBKC Stock Holding History

Belpointe Asset 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
2020
Q1 		– Sell
-1,875
Closed -$140K – 833
2019
Q4 		$140K Hold
1,875
– – 0.02% 660
2019
Q3 		$142K Hold
1,875
– – 0.02% 577
2019
Q2 		$142K Hold
1,875
– – 0.03% 496
2019
Q1 		$134K Hold
1,875
– – 0.03% 381
2018
Q4 		$121K Hold
1,875
– – 0.03% 445
2018
Q3 		$153K Buy
+1,875
New +$156K 0.02% 524

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
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Belpointe Asset Management's IBKC Position: Q1 2020 in Review

Belpointe Asset Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 1,875 shares — an estimated $140K sold.

Belpointe Asset Management first reported a position in IBKC in Q3 2018 and held it in 6 quarters. The position peaked at $153K in Q3 2018. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Belpointe Asset Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Belpointe Asset Management sold 1,875 IBERIABANK Corp shares in Q1 2020, an estimated $140K.
  • Belpointe Asset Management first reported a position in IBERIABANK Corp in Q3 2018 and held it in 6 quarters.
  • Belpointe Asset Management's IBERIABANK Corp position peaked at $153K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Belpointe Asset Management's 13F filing for Q1 2020, filed 20 Jul 2020.