BPM
IBKC

Bowling Portfolio Management’s IBERIABANK Corp IBKC Stock Holding History

Bowling Portfolio 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
-18,322
Closed -$1.37M – 410
2019
Q4 		$1.37M Buy
18,322
+936
+5% +$69.5K 0.23% 124
2019
Q3 		$1.31M Sell
17,386
-953
-5% -$70.3K 0.22% 163
2019
Q2 		$1.39M Sell
18,339
-1,194
-6% -$90.7K 0.23% 171
2019
Q1 		$1.4M Sell
19,533
-36
-0.2% -$2.67K 0.22% 153
2018
Q4 		$1.26M Buy
+19,569
New +$1.44M 0.22% 155
2016
Q4 		– Sell
-10,347
Closed -$694K – 335
2016
Q3 		$694K Buy
+10,347
New +$672K 0.1% 151

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

Bowling Portfolio Management's IBKC Position: Q1 2020 in Review

Bowling Portfolio Management sold out of IBERIABANK Corp (IBKC) in Q1 2020, closing a stake of 18,322 shares — an estimated $1.37M sold.

Bowling Portfolio Management first reported a position in IBKC in Q3 2016 and held it in 6 quarters. The position peaked at $1.4M in Q1 2019. 244 funds tracked by Wall St. Rank hold IBKC as of Q1 2020.

  • Bowling Portfolio Management reported no remaining IBERIABANK Corp position as of Q1 2020 after selling out during the quarter.
  • Bowling Portfolio Management sold 18,322 IBERIABANK Corp shares in Q1 2020, an estimated $1.37M.
  • Bowling Portfolio Management first reported a position in IBERIABANK Corp in Q3 2016 and held it in 6 quarters.
  • Bowling Portfolio Management's IBERIABANK Corp position peaked at $1.4M in Q1 2019.
  • 244 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q1 2020.

Based on Bowling Portfolio Management's 13F filing for Q1 2020, filed 5 May 2020.