BA
IBKC

Boston Advisors’s IBERIABANK Corp IBKC Stock Holding History

Boston 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
2019
Q3 		$1.91M Buy
+25,229
New +$1.86M 0.1% 257
2018
Q1 		– Sell
-42,931
Closed -$3.33M – 685
2017
Q4 		$3.33M Sell
42,931
-32,550
-43% -$2.5M 0.07% 249
2017
Q3 		$6.2M Buy
+75,481
New +$5.93M 0.14% 182

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
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Boston Advisors's IBKC Position: Q3 2019 in Review

Boston Advisors opened a new position in IBERIABANK Corp (IBKC) in Q3 2019: 25,229 shares worth $1.91M. The stake represents 0.1% of the portfolio and ranks #257 among its holdings. This is a return to the name: Boston Advisors previously reported a position in IBKC as recently as Q4 2017.

Boston Advisors first reported a position in IBKC in Q3 2017 and has held it in 3 quarters since. The position peaked at $6.2M in Q3 2017. 254 funds tracked by Wall St. Rank hold IBKC as of Q3 2019.

  • Boston Advisors held 25,229 shares of IBERIABANK Corp worth $1.91M as of Q3 2019.
  • IBERIABANK Corp was a new Boston Advisors position in Q3 2019.
  • IBERIABANK Corp made up 0.1% of Boston Advisors's portfolio in Q3 2019, its #257 holding.
  • Boston Advisors first reported a position in IBERIABANK Corp in Q3 2017 and has held it in 3 quarters since.
  • Boston Advisors's IBERIABANK Corp position peaked at $6.2M in Q3 2017.
  • 254 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2019.

Based on Boston Advisors's 13F filing for Q3 2019, filed 5 Nov 2019.