BGIM
IBKC

Brandywine Global Investment Management’s IBERIABANK Corp IBKC Stock Holding History

Brandywine Global 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
2020
Q2 		– Sell
-118,478
Closed -$4.29M – 868
2020
Q1 		$4.29M Sell
118,478
-9,695
-8% -$604K 0.05% 301
2019
Q4 		$9.58M Sell
128,173
-7,848
-6% -$583K 0.07% 240
2019
Q3 		$10.3M Sell
136,021
-3,484
-2% -$257K 0.08% 229
2019
Q2 		$10.6M Buy
139,505
+84
+0.1% +$6.38K 0.07% 231
2019
Q1 		$10M Buy
139,421
+788
+0.6% +$58.5K 0.07% 230
2018
Q4 		$8.91M Sell
138,633
-224
-0.2% -$16.4K 0.07% 233
2018
Q3 		$11.3M Buy
138,857
+640
+0.5% +$53.2K 0.07% 236
2018
Q2 		$10.5M Sell
138,217
-13,495
-9% -$1.06M 0.07% 231
2018
Q1 		$11.8M Buy
151,712
+54,420
+56% +$4.46M 0.07% 223
2017
Q4 		$7.54M Sell
97,292
-11,758
-11% -$904K 0.05% 348
2017
Q3 		$8.96M Sell
109,050
-27,159
-20% -$2.13M 0.06% 308
2017
Q2 		$11.1M Sell
136,209
-4,239
-3% -$337K 0.07% 242
2017
Q1 		$11.1M Buy
140,448
+7,643
+6% +$626K 0.07% 249
2016
Q4 		$11.1M Buy
132,805
+6,080
+5% +$465K 0.07% 248
2016
Q3 		$8.51M Sell
126,725
-1,999
-2% -$130K 0.06% 303
2016
Q2 		$7.69M Sell
128,724
-2,320
-2% -$135K 0.05% 308
2016
Q1 		$6.72M Buy
131,044
+3,004
+2% +$147K 0.04% 354
2015
Q4 		$7.05M Sell
128,040
-5,032
-4% -$301K 0.04% 349
2015
Q3 		$7.75M Buy
133,072
+30,400
+30% +$1.92M 0.05% 331
2015
Q2 		$7.01M Hold
102,672
– – 0.04% 373
2015
Q1 		$6.47M Hold
102,672
– – 0.04% 390
2014
Q4 		$6.66M Hold
102,672
– – 0.04% 370
2014
Q3 		$6.42M Buy
102,672
+12,981
+14% +$857K 0.05% 362
2014
Q2 		$6.21M Sell
89,691
-6,700
-7% -$439K 0.05% 332
2014
Q1 		$6.76M Buy
96,391
+1,650
+2% +$108K 0.06% 293
2013
Q4 		$5.96M Sell
94,741
-3,260
-3% -$194K 0.05% 310
2013
Q3 		$5.09M Hold
98,001
– – 0.05% 346
2013
Q2 		$5.25M Buy
+98,001
New +$4.89M 0.05% 320

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
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
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

Brandywine Global Investment Management's IBKC Position: Q2 2020 in Review

Brandywine Global Investment Management sold out of IBERIABANK Corp (IBKC) in Q2 2020, closing a stake of 118,478 shares — an estimated $4.29M sold.

Brandywine Global Investment Management first reported a position in IBKC in Q2 2013 and held it in 28 quarters. The position peaked at $11.8M in Q1 2018. 229 funds tracked by Wall St. Rank hold IBKC as of Q2 2020.

  • Brandywine Global Investment Management reported no remaining IBERIABANK Corp position as of Q2 2020 after selling out during the quarter.
  • Brandywine Global Investment Management sold 118,478 IBERIABANK Corp shares in Q2 2020, an estimated $4.29M.
  • Brandywine Global Investment Management first reported a position in IBERIABANK Corp in Q2 2013 and held it in 28 quarters.
  • Brandywine Global Investment Management's IBERIABANK Corp position peaked at $11.8M in Q1 2018.
  • 229 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2020.

Based on Brandywine Global Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.