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Berman Capital Advisors’s International Bancshares IBOC Stock Holding History

Berman Capital Advisors’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-35
Closed -$1K – 1677
2020
Q2 		$1K Buy
+35
New +$1.01K ﹤0.01% 1433

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Berman Capital Advisors sold out of International Bancshares (IBOC) in Q3 2020, closing a stake of 35 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in IBOC in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 172 funds tracked by Wall St. Rank hold IBOC as of Q3 2020.

  • Berman Capital Advisors reported no remaining International Bancshares position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 35 International Bancshares shares in Q3 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in International Bancshares in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's International Bancshares position peaked at $1K in Q2 2020.
  • 172 funds tracked by Wall St. Rank held International Bancshares as of Q3 2020.

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