Broadview Advisors’s IBERIABANK Corp IBKC Stock Holding History

Broadview 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 Q2	–	Sell	-74,925	Closed	-$5.37M	–	95
2019 Q1	$5.37M	Sell	74,925 -9,350	-11%	-$694K	1.46%	32
2018 Q4	$5.42M	Buy	84,275 +13,425	+19%	+$986K	1.56%	29
2018 Q3	$5.76M	Sell	70,850 -5,900	-8%	-$491K	0.98%	49
2018 Q2	$5.82M	Sell	76,750 -2,375	-3%	-$187K	0.93%	53
2018 Q1	$6.17M	Sell	79,125 -200	-0.3%	-$16.4K	1.01%	42
2017 Q4	$6.15M	Buy	+79,325	New	+$6.1M	0.87%	49
2017 Q1	–	Sell	-74,772	Closed	-$6.26M	–	108
2016 Q4	$6.26M	Sell	74,772 -23,500	-24%	-$1.8M	0.84%	50
2016 Q3	$6.6M	Sell	98,272 -13,300	-12%	-$864K	0.93%	47
2016 Q2	$6.66M	Sell	111,572 -39,374	-26%	-$2.29M	1%	49
2016 Q1	$7.74M	Buy	+150,946	New	+$7.4M	1.11%	40

Other funds holding IBKC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $15.3B AUM 40.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Broadview Advisors's IBKC Position: Q2 2019 in Review

Broadview Advisors sold out of IBERIABANK Corp (IBKC) in Q2 2019, closing a stake of 74,925 shares — an estimated $5.37M sold.

Broadview Advisors first reported a position in IBKC in Q1 2016 and held it in 10 quarters. The position peaked at $7.74M in Q1 2016. 264 funds tracked by Wall St. Rank hold IBKC as of Q2 2019.

Broadview Advisors reported no remaining IBERIABANK Corp position as of Q2 2019 after selling out during the quarter.
Broadview Advisors sold 74,925 IBERIABANK Corp shares in Q2 2019, an estimated $5.37M.
Broadview Advisors first reported a position in IBERIABANK Corp in Q1 2016 and held it in 10 quarters.
Broadview Advisors's IBERIABANK Corp position peaked at $7.74M in Q1 2016.
264 funds tracked by Wall St. Rank held IBERIABANK Corp as of Q2 2019.

Based on Broadview Advisors's 13F filing for Q2 2019, filed 14 Aug 2019.