Berman Capital Advisors’s IBERIABANK Corp IBKC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q3
Sell
-921
Closed -$41K 1866
2020
Q2
$41K Buy
921
+656
+248% +$27.1K 0.01% 373
2020
Q1
$9K Buy
+265
New +$16.5K ﹤0.01% 713

Berman Capital Advisors's IBKC Position: Q3 2020 in Review

Berman Capital Advisors sold out of IBERIABANK Corp (IBKC) in Q3 2020, closing a stake of 921 shares — an estimated $41K sold.

Berman Capital Advisors first reported a position in IBKC in Q1 2020 and held it in 2 quarters. The position peaked at $41K in Q2 2020. 0 funds tracked by Wall St. Rank hold IBKC as of Q3 2020.

  • Berman Capital Advisors reported no remaining IBERIABANK Corp position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 921 IBERIABANK Corp shares in Q3 2020, an estimated $41K.
  • Berman Capital Advisors first reported a position in IBERIABANK Corp in Q1 2020 and held it in 2 quarters.
  • Berman Capital Advisors's IBERIABANK Corp position peaked at $41K in Q2 2020.
  • 0 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.