Bridgeworth’s IBERIABANK Corp IBKC Stock Holding History

Bridgeworth’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 Q3	–	Sell	-82	Closed	-$6K	–	605
2018 Q2	$6K	Buy	+82	New	+$6.46K	﹤0.01%	493

Other funds holding IBKC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bridgeworth's IBKC Position: Q3 2018 in Review

Bridgeworth sold out of IBERIABANK Corp (IBKC) in Q3 2018, closing a stake of 82 shares — an estimated $6K sold.

Bridgeworth first reported a position in IBKC in Q2 2018 and held it in 1 quarter. The position peaked at $6K in Q2 2018. 262 funds tracked by Wall St. Rank hold IBKC as of Q3 2018.

Bridgeworth reported no remaining IBERIABANK Corp position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 82 IBERIABANK Corp shares in Q3 2018, an estimated $6K.
Bridgeworth first reported a position in IBERIABANK Corp in Q2 2018 and held it in 1 quarter.
Bridgeworth's IBERIABANK Corp position peaked at $6K in Q2 2018.
262 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.