BIM
IBKC

Bogle Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Bogle Investment 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
2018
Q2 		– Sell
-7,600
Closed -$593K – 386
2018
Q1 		$593K Buy
+7,600
New +$623K 0.04% 262

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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bogle Investment Management's IBKC Position: Q2 2018 in Review

Bogle Investment Management sold out of IBERIABANK Corp (IBKC) in Q2 2018, closing a stake of 7,600 shares — an estimated $593K sold.

Bogle Investment Management first reported a position in IBKC in Q1 2018 and held it in 1 quarter. The position peaked at $593K in Q1 2018. 251 funds tracked by Wall St. Rank hold IBKC as of Q2 2018.

  • Bogle Investment Management reported no remaining IBERIABANK Corp position as of Q2 2018 after selling out during the quarter.
  • Bogle Investment Management sold 7,600 IBERIABANK Corp shares in Q2 2018, an estimated $593K.
  • Bogle Investment Management first reported a position in IBERIABANK Corp in Q1 2018 and held it in 1 quarter.
  • Bogle Investment Management's IBERIABANK Corp position peaked at $593K in Q1 2018.
  • 251 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2018.

Based on Bogle Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.